Small Business Budget Planner
A monthly income-and-expense spreadsheet with budgeted vs. actual columns and automatic variance calculations, so you can see exactly where spending is running ahead of plan.
$12 · XLSX
View & buyVentureDocs templates
Small Business Finance Templates & Excel Spreadsheets
VentureDocs finance templates are practical Excel spreadsheets for small-business budgeting, cash flow, invoicing, expenses, pricing and financial reporting. Replace the sample figures with your own numbers and make each file your own.
Editable & practical
Finance templates
Choose a ready-to-edit template and customize it for your business.
12-Month Cash Flow Forecast
Projects cash coming in and going out over 12 months, so you can spot an upcoming shortfall before it happens and plan around seasonal or uneven revenue.
$14 · XLSX
View & buyProfessional Invoice Template
A clean, professional invoice layout with automatic subtotal, tax and total calculations. Add your logo and business details once, then reuse it for every client.
$7 · XLSX
View & buyBusiness Expense Tracker
Log and categorize every business expense in one place, with running totals by category so tax time and monthly budgeting are far less painful.
$8 · XLSX
View & buyProfit & Loss Statement
Summarizes revenue, cost of goods sold, operating expenses and net profit for a period, giving you a clear read on whether the business is actually making money.
$10 · XLSX
View & buyBreak-Even Calculator
Enter your fixed costs, variable costs and price per unit to instantly see how many units — or how much revenue — you need to cover your costs.
$8 · XLSX
View & buyStartup Cost Calculator
Itemizes one-time and early recurring costs — equipment, licenses, inventory, marketing — so you know how much capital you actually need before you launch.
$8 · XLSX
View & buyProduct Pricing Calculator
Works backward from your costs and a target profit margin to suggest a price, so you're setting prices on purpose instead of guessing.
$8 · XLSX
View & buySales Tracker
Records deals, amounts and status in one running log, so you can track performance by product, month or salesperson without a separate CRM.
$8 · XLSX
View & buyAccounts Receivable Tracker
Tracks which invoices are paid, outstanding or overdue, with days-outstanding calculated automatically so unpaid invoices don't slip through the cracks.
$9 · XLSX
View & buyInventory Tracker
Tracks stock levels, reorder points and inventory value by item, so you know what to reorder before you run out.
$9 · XLSX
View & buyMonthly Financial Dashboard
Pulls your key numbers — revenue, expenses, profit margin and cash position — into one summary view for a fast monthly check-in.
$12 · XLSX
View & buyHelpful answers
Finance template FAQ
What software do finance templates use?
Finance templates are supplied as Excel spreadsheets and can be edited in Microsoft Excel or a compatible spreadsheet application.
Can I replace the sample figures?
Yes. Replace or delete the sample figures and enter your own business numbers.