Budget Vs. Actual Excel Template (monthly)

I have seen a lot of messy budget vs. actual excel sheets. So, I decided to build a nice model that does this kind of comparison tracking over time in the cleanest way possible. You will be able to compare all/any business lines that you wish no matter if it is revenue/expenses/what have you.
Updated Version: Cash Flow Variance


$75.00 USD

The template will be immediately available for download after purchase. This is included in the Accounting Templates for Excel bundle. The Google sheet version link is on the instructions tab.

So the idea here is having a robust way to see how your actual numbers are doing against the projections you have set forth. What you get with this template:
  • *Formatting, instructions, and more user friendly features have been implemented.
  • Shows how each line item in your business varies from projections on a monthly basis.
  • Monthly tracking (can be adjusted for quarterly/annual also).
  • Track multiple kinds of revenue streams, COGS, gross profit, expenses, net income.
  • Shows a visualization of how each of the major line items vary over time. This can be adjusted to track any one or number of lines/specific metrics that you want to see.
  • Includes an input tab that can be used for your revenue/expense tracking.
  • Color coded on the variance tab based on if the variance is good or bad.
Original Version



Based on everything I have seen, this is the best way to systematically and accurately see if you are keeping on pace with your projections, out-pacing them, or under-performing.

Why is it good to track your business success? Well, it let's you know where things need work as well as where you are strong. Some would say it is a good idea to make your weaknesses your strengths. Without tracking how you are doing on a monthly basis per various areas of your business activity, you won't have any idea of where to start.