Free Financial Planning Templates (2024)

Business Financial Planning Templates

Business Budget Template - Excel

Free Financial Planning Templates (1)

Download Business Budget Template

Excel | Smartsheet

This business budget template provides a mix of detailed spreadsheets and graphical data reports. You can estimate expenses, track actual expenditures, and view variances, all of which are summarized by month and visually represented in charts. This information allows you to create a comprehensive business financial plan template.

Project Budget Template - Excel

Free Financial Planning Templates (2)

Download Project Budget Template

Excel | Smartsheet

Designed for projects, this template allows you to list costs for each task. Depending on the type of project, you may include hourly services that contract employees provide, equipment costs, or other expenses. Create an estimated budget and then compare actual expenses to help with financial planning on future projects.

12-Month Sales Forecast Template - Excel

Free Financial Planning Templates (3)

Download 12-Month Sales Forecast Template

Excel | Smartsheet

Use this sales forecast template to create financial projections for individual products on a monthly and annual basis. You can also track sales performance over time and compare figures from previous years. Color-coded cells make it easy to view data for each month, and the template calculates monthly and annual totals.

Event Budget Template - Excel

Free Financial Planning Templates (4)

Download Event Budget Template

Excel | Smartsheet

Whether you’re planning a conference, company party, fundraiser, or wedding, any tool that helps organize your event planning process can reduce stress and aid in creating a successful event. This budget template lists the many expenses involved in an event, from venue rentals to programming and advertising. It also compiles the data you enter into visual charts so that you can quickly get an idea of your event budget allocation.

Financial Management Plan - Word

Free Financial Planning Templates (5)

Download Financial Management Plan

Word | Smartsheet

Create a financial strategic action plan with this Word template. You’ll find a basic outline to follow, including sections for an overview of your business or project, assumptions, risks, financial management methods, and more. Once you have created a comprehensive financial plan, use it as a living document, just like you would a business plan. You should review and update financial templates regularly in order to assess progress, provide accountability and accuracy, and ensure that it continues to meet your needs.

Financial Dashboard Template - Excel

Free Financial Planning Templates (6)

‌ Download Financial Dashboard Template - Excel

This template provides a summary report of financial data with a dashboard view, which makes it easy to compile and quickly review information. You’ll get a combination of bar charts, a pie chart, and a graph to compare statistics over time. Use the template to measure product performance, view sales data, and chart annual revenues or other financial information.

Startup Expenses Template - Excel

Free Financial Planning Templates (7)

‌ Download Startup Expenses Template - Excel

If you’re starting a business, this template can help you identify potential funding sources as well as necessary expenses to get your venture up and running. Similar to a budget template, you can track both estimated and actual costs, and make adjustments as needed. Identifying startup expenses can support your business planning process and help ensure that you have adequate financial resources to reach your goals.

Break-Even Analysis Template - Excel

Free Financial Planning Templates (8)

Download Break-Even Analysis Template

Excel | Smartsheet

A break-even analysis shows when a business will meet all of its expenses and begin to reach financial profitability. To do this analysis, enter your fixed and variable expenses into the template and the pre-set formulas will calculate how much revenue a business needs to break even.

Financial Report Template - Excel

Free Financial Planning Templates (9)

Download Financial Report Template

Excel | Smartsheet

Create an annual financial report for your business that shows key metrics in an easy-to-read format. Getting a financial overview allows you to track performance over a given time period, and a summary report simplifies communication with stakeholders. You can easily print and share this Excel template as a PDF document.

Marketing Budget Template - Excel

Free Financial Planning Templates (10)

‌ Download Marketing Budget Template - Excel

Create a comprehensive marketing budget plan with monthly, quarterly, and annual views on one template. In the first column, you’ll find a list of marketing expenses that include public relations, social media, advertising, online content, and more. There is also a section for listing specific marketing campaigns so that you can estimate and compare costs for each.

Personal Financial Planning Templates

One-Page Financial Plan Template

Free Financial Planning Templates (11)

Download One-Page Financial Plan Template

Excel|PDF

Individuals can also benefit from strategic financial plans. This one-page template allows you to create a personal financial plan that is concise yet comprehensive. Determine your current financial situation, create an action plan for reaching goals, and use the plan to track implementation and progress. If needed, you can include numbers for life insurance or estate planning.

Family Budget Planner Template - Excel

Free Financial Planning Templates (12)

‌ Download Family Budget Planner Template - Excel

Families can use this planner to track household expenses and create a monthly balanced budget. You’ll find a list of common expenses including housing, transportation, healthcare, and entertainment, but you can also edit these categories to align with your specific monthly costs. The template also includes a section for savings to help you plan for retirement, create an emergency fund, and track investments.

Financial Goals Worksheet

Free Financial Planning Templates (13)

Download Financial Goals Worksheet

Excel| Word |PDF

Goals are only dreams unless you take steps to achieve them. Use this worksheet to clarify your top goals, identify potential roadblocks, and list actions you can take to overcome obstacles and reach your desired outcome. Goal planning can help prioritize objectives, create a realistic timeline, and provide accountability.

Personal Monthly Budget - Excel

Free Financial Planning Templates (14)

‌ Download Personal Monthly Budget - Excel

This monthly financial planner template provides a detailed budget along with a visual summary of your data. It includes sections for listing all sources of income, different savings accounts, and all of the expenses required to meet basic needs and support your lifestyle. You can use this template to plan for each month as well as to track earnings and expenditures over time.

Investment Planning Template

Free Financial Planning Templates (15)

Download Investment Planning Template

Word|PDF

Use this template to analyze your financial situation, assess your investment strategies, and determine investment goals. This worksheet can help clarify where to make changes in your current strategies and identify your comfort level with different approaches to investing. Even if you don’t have any investments, this template can provide a starting point for thinking about and planning your goals.

Retirement Planning Worksheet - Excel

Free Financial Planning Templates (16)

‌ Download Retirement Planning Worksheet - Excel

This template serves as a retirement calculator and budget worksheet that you can use to plan for retirement while accounting for inflation. If you are already retired, use the template to create a weekly, monthly, or annual budget based on your current income and expenses. You may want to consult with a financial planner to ensure that you are maximizing your income and saving sufficiently for retirement, but this template provides a basic financial planning and management tool that can help kickstart the conversation.

Personal Financial Statement - Excel

Free Financial Planning Templates (17)

‌ Download Personal Financial Statement - Excel

Determine your personal net worth with this simple yet detailed template. Enter your assets and liabilities - from cash and retirement savings to credit card debt and mortgages - and the template will automatically calculate your net worth. These details provide a quick look at your current financial standing. If you’re starting a business and seeking funding from lenders or investors, you may need to provide the information you collect in this template.

Simple Financial Template - Excel

Free Financial Planning Templates (18)

‌ Download Simple Financial Template - Excel

If you want to create a streamlined budget, use this simple financial template to see the difference between your income and expenses. Sections are provided for an itemized list of each, and a pie chart displays the balance between the two. This template may be helpful for individuals who are building a budget for the first time, or for those without complicated finances who just want to see how much they spend each month.

College Student Budget Template - Excel

Free Financial Planning Templates (19)

‌ Download College Student Budget Template - Excel

This template includes a list of potential expenses for college students. Use the details it reveals to determine how to pay for each item or where to cut costs. It also allows you to create a budget for each semester, weighing income against expenses to ensure that you have adequate funds. By creating a balanced budget, college students can focus on school responsibilities rather than worrying about finances, and also ensure that spending money is available for entertainment and wellness needs.

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Business Financial Planning Templates

The article you shared discusses various business financial planning templates that can be helpful for managing finances and creating comprehensive financial plans. These templates are designed to assist with different aspects of financial planning, such as budgeting, forecasting, reporting, and analysis. Here's a breakdown of the templates mentioned:

  1. Business Budget Template - Excel: This template provides a mix of detailed spreadsheets and graphical data reports. It allows you to estimate expenses, track actual expenditures, and view variances. The information is summarized by month and visually represented in charts [[1]].

  2. Project Budget Template - Excel: Designed for projects, this template helps you list costs for each task. It includes options to include hourly services, equipment costs, and other expenses. You can create an estimated budget and compare it with actual expenses to aid in financial planning for future projects [[2]].

  3. 12-Month Sales Forecast Template - Excel: This template enables you to create financial projections for individual products on a monthly and annual basis. It also allows you to track sales performance over time and compare figures from previous years. The template includes color-coded cells for easy data visualization [[3]].

  4. Event Budget Template - Excel: Whether you're planning a conference, company party, fundraiser, or wedding, this template helps organize the event planning process. It lists various expenses involved in an event, such as venue rentals, programming, and advertising. The template compiles the data you enter into visual charts, providing an overview of your event budget allocation [[4]].

  5. Financial Management Plan - Word: This Word template helps create a financial strategic action plan. It includes sections for an overview of your business or project, assumptions, risks, financial management methods, and more. The template can be used as a living document, regularly reviewed and updated to assess progress and meet your needs [[5]].

  6. Financial Dashboard Template - Excel: This template provides a summary report of financial data with a dashboard view. It includes bar charts, a pie chart, and a graph to compare statistics over time. The template can be used to measure product performance, view sales data, and chart annual revenues or other financial information [[6]].

  7. Startup Expenses Template - Excel: If you're starting a business, this template can help you identify potential funding sources and necessary expenses. It allows you to track both estimated and actual costs, making adjustments as needed. The template assists in identifying startup expenses and ensuring adequate financial resources for your goals [[7]].

  8. Break-Even Analysis Template - Excel: This template helps determine when a business will meet all expenses and reach financial profitability. By entering fixed and variable expenses, the template calculates the revenue needed to break even [[8]].

  9. Financial Report Template - Excel: This template allows you to create an annual financial report for your business, showing key metrics in an easy-to-read format. It helps track performance over a given time period and simplifies communication with stakeholders. The template can be printed and shared as a PDF document [[9]].

  10. Marketing Budget Template - Excel: This template enables the creation of a comprehensive marketing budget plan with monthly, quarterly, and annual views. It includes a list of marketing expenses, such as public relations, social media, advertising, and online content. The template also allows for estimating and comparing costs for specific marketing campaigns [[10]].

Personal Financial Planning Templates

The article also mentions several personal financial planning templates that individuals can use to manage their finances effectively. Here are the templates highlighted:

  1. One-Page Financial Plan Template - Excel/PDF: This template allows individuals to create a concise yet comprehensive personal financial plan. It helps determine the current financial situation, create an action plan for reaching goals, and track implementation and progress. The template can include numbers for life insurance or estate planning if needed [[11]].

  2. Family Budget Planner Template - Excel: Families can use this template to track household expenses and create a monthly balanced budget. It includes a list of common expenses, such as housing, transportation, healthcare, and entertainment. The template also has a section for savings to plan for retirement, create an emergency fund, and track investments [[12]].

  3. Financial Goals Worksheet - Excel/Word/PDF: This worksheet assists in clarifying top financial goals, identifying potential roadblocks, and listing actions to overcome obstacles and achieve desired outcomes. Goal planning helps prioritize objectives, create a realistic timeline, and provide accountability [[13]].

  4. Personal Monthly Budget - Excel: This template provides a detailed budget and visual summary of personal financial data. It includes sections for listing income sources, savings accounts, and expenses required to meet basic needs and support one's lifestyle. The template helps plan for each month and track earnings and expenditures over time [[14]].

  5. Investment Planning Template - Word/PDF: This template helps analyze financial situations, assess investment strategies, and determine investment goals. It can be used to identify changes in current strategies and comfort levels with different approaches to investing [[15]].

  6. Retirement Planning Worksheet - Excel: This template serves as a retirement calculator and budget worksheet. It helps plan for retirement while accounting for inflation. For those already retired, the template can be used to create a budget based on current income and expenses. Consulting with a financial planner is recommended to maximize income and savings for retirement [[16]].

  7. Personal Financial Statement - Excel: This template helps determine personal net worth by entering assets and liabilities. It automatically calculates net worth, providing a quick look at current financial standing. The information collected in this template can be useful when seeking funding for a business [[17]].

  8. Simple Financial Template - Excel: This template provides a streamlined budget by displaying the difference between income and expenses. It includes sections for an itemized list of each, and a pie chart shows the balance between the two. This template is helpful for individuals building a budget for the first time or those with uncomplicated finances who want to track monthly spending [[18]].

  9. College Student Budget Template - Excel: This template lists potential expenses for college students and helps determine how to pay for each item or where to cut costs. It allows for creating a budget for each semester, ensuring adequate funds for education and other needs. A balanced budget reduces financial stress and ensures availability of spending money for entertainment and wellness [[19]].

These templates can be valuable tools for both businesses and individuals to effectively manage their finances, plan for the future, and track progress towards financial goals. Remember to regularly review and update the templates to ensure accuracy and alignment with changing circumstances.

Please note that the information provided here is based on the search results and the content of the article you shared.

Free Financial Planning Templates (2024)
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