Budget Template

Use this Excel budget template to compile a comprehensive monthly & annual budget with any accounts structure. Include trial balance data for current year, prior year and budget period and link accounts to our pre-defined reporting classes on the Key sheet. The template produces automated monthly & year-to-date income statements, cash flow statements and balance sheets.

• Comprehensive automated budget reports for the next financial year
• Includes income statement, cash flow statement & balance sheet
• Compares budget to current & prior financial year results
• Includes month-to-date & year-to-date analysis
• Includes monthly income statement for analysis of monthly budget amounts
• Accommodates any account structure & trial balance format
• Easy mapping of accouns to pre-defined financial statement reporting classes
• Includes trial balance checking & import feature