General Budget vs Actual Template

Description
This template has two versions included (Excel and Google Sheet). 

MS Excel Version:

The initial download is an Excel file that has up to 3 years of forecasting capability. In this, the user can enter expected starting budgeted monthly revenue, expected revenue growth, COGS, operating expenses and then manually enter the monthly actuals for the same periods. A resulting variance analysis will show the % difference in actuals relative to variance as well as a cumulative difference in net income. Conditional formatting is used to automatically highlight red or green to represent going under/over budget. (under budget is good for expenses, and over budget is good for revenue)

Google Sheet Version (can be downloaded to Excel):

The Google Sheet version is a little more in-depth but it is only a 12-month budget. You can enter up to three revenue streams and the prior year's actuals to see how your current budgeted revenue varies from last year's actuals. This gives a little more context to the numbers. 

Additionally, you an enter budgeted cost of goods sold and up to 46 expense line items. This version also has separate line items for income tax and debt service. The user can then enter actuals by month for all related line items and will see a monthly and 12-month total variance analysis by line item and sub-totals. 

There is a few different visualizations also included to show cash position budget vs. actual and how the cumulative cash position runs against a line of credit input.

Note, you can download the Google Sheet version to Excel, but some of the visualizations may come through a little weird. All the conditional formatting and math will not be affected.

This template is also included in two bundles:
- All Models Bundle: https://www.eloquens.com/tool/P8Y4TX4v/finance/financial-forecasting-models/financial-models-120-useful-and-usable-logic
- Accounting Tools: https://www.eloquens.com/tool/axKzHNRV/finance/accounting/accounting-bundle-useful-excel-templates-for-accounting-department