That’s why it’s so important to take the time to create an accurate and realistic budget that's specific to your business and goals. It can help you minimize risk and experiment with how to best allocate resources. It’s a key factor when raising capital, whether you're applying for a loan or pitching investors, and a cornerstone of your business plan. Your monthly budget worksheet is a roadmap for your business, helping you define priorities, understand where your business is going, and determine whether you’re on the right path. How does a monthly budget worksheet help you? But budgeting is absolutely essential to your success. Granted, you’d almost certainly rather spend time refining your product, talking with happy customers, or honing your investor pitch than hunch over spreadsheets, calculating the seemingly impossible amount of money it’s going to take to get your business off the ground. Business plans, leases, financing, legal documents - and monthly budget sheets. Sections for the total expenses and total balance are auto calculated upon entry of details under the total income and amount columns.Starting a business can be an overwhelming process. You can also change this label/heading and replace it with a different information depending on your needs.įor those who want an auto-calculated budget worksheet, the excel budget template is the perfect version to use.

Notes - this section can be used if you want to add important comments/reminders regarding your budget expense. Total Balance - displays the difference between your total income and total expensesĮxpenses - refers to the different types of expenses spent within the month, e.g., groceries, internet, electricity, gas, etc.Īmount - refers to the actual amount of each listed expense Total Expenses - displays your overall expenses Total Income - displays your total income Feel free to use the template as originally designed, or you can also use it as a basic reference for creating your own budget spreadsheet.Ĭomplete the simple monthly budget template by filling out details on the blank sections provided.

Since the template has simple features, you can easily customize it according to your preference. It’s also designed with minimal colors, so you can save ink/toner when printing. It’s editable, printable, and downloadable in Word format. This monthly budget template can be used to easily track and manage your monthly expenses.

Simple monthly budget worksheet pdf