Budget and Forecast Template
Plan versus actuals, with a rolling re-forecast column that keeps your view current.
Illustrative preview · Budget · Actuals · Re-forecast · Variance
What's in the template
Built by FP&A professionals, for companies. Every tab has a job.
Three columns that matter
Budget, actual, and current forecast, side by side for every line.
Rolling re-forecast
As months close, the forecast rolls forward instead of expiring.
Driver inputs
Forecast five to ten drivers, not two hundred ledger lines.
Variance and commentary
A column for the number, and a column for why.
How to use it
Four steps, in order. The first one matters most.
Lock the budget
Once approved, the budget column never changes. It is the promise.
Post actuals as they close
The forecast is only as good as the actuals feeding it.
Re-forecast the drivers
Update assumptions that changed. Leave the rest alone.
End with a decision
Every refresh should end in hire, hold, or cut.
Download the Budget and Forecast Template
Free, in Excel, with instructions and a worked example. We ask for an email, and that's the whole price.
No spam. Unsubscribe anytime.Common questions
Related templates
Templates go stale. Reportly doesn't.
Every template is a manual snapshot. Reportly builds the same outputs automatically from live QuickBooks data, and keeps them current.