Simple 12-Month Budget (FREE)
Originally published: 17/07/2026 20:34
Publication number: ELQ-99950-1
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Simple 12-Month Budget (FREE)

Plan your year in an afternoon — free from StatimFP&A.

Description
Plan your year in an afternoon — free from StatimFP&A.

A clean, professional annual budget template: monthly revenue and cost inputs on a proper P&L structure, with an annual summary page, profit charts and automated integrity checks. And it's completely free — because every business should have a budget.

What's inside:
  • A 12-month P&L input grid: 5 revenue lines, 4 cost of sales lines and 10 overhead categories — enough structure for most small businesses, without the clutter
  • An annual summary page with margin percentages and two profit charts, ready to drop into a board pack or share with your bank
  • Gross profit, operating profit and net profit calculated automatically as you type — no formulas to write, ever

Built to a finance-grade standard. That means zero formula errors, and a built-in Checks tab of automated integrity tests (it ships ALL PASS — and tells you immediately if anything breaks later). It follows industry colour conventions (BLUE = your inputs, BLACK = calculated formulas), so you always know exactly which cells are safe to edit. The layout is print-ready A4 with repeated headers on every page, and there are no macros — nothing to enable, nothing for IT to worry about. An Instructions tab is included, so you'll be up and running in minutes, not hours.
Who it's for: any small business owner or manager who wants a proper budget without hiring a finance team — or fighting a blank spreadsheet.

This template is a hand-built preview of what StatimFP&A automates. Join the early-access waitlist at statimfpa.com — founding members receive preferential pricing

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Excel workbook

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