30+ Massive Financial Planning Templates for Excel, Free

— (updated )

In need of good, free financial planning tools? Stop, search no more.

Especially if you’re new to budgeting, Excel spreadsheets will do. After all, everybody knows how to use Excel, Google Sheets, or LibreOffice Calc.

In this article, you’ll find links to the best 30+ financial planning templates in Excel currently available on the web. The great majority addresses specific aspects of business financial planning. A few are more of an all-in-one budgeting. But all the spreadsheets are simple to use and work perfectly, I tested them one by one.

Use these tried-and-true free Excel financial planning templates.

Free, easy!

Financial Planning, 30+ Free Excel Templates

The best free financial planning Excel templates on the web right now

Business Financial Planning Templates, General

  1. Simple Budget Template with Dashboard —   Download Here
  2. Business Budget Template —   Download Here
  3. 12-Month Business Budget Template —   Download Here
  4. First-year Financial Budget Planner —   Download Here
  5. Actual Vs Projected Business Budget Template —   Download Here
  6. Project Budget Template —   Download Here

Business Financial Planning Templates, Reporting

  1. Financial Management Plan Template —   Download Here
  2. Detailed Financial Projections Template —   Download Here
  3. Financial Dashboard Template —   Download Here
  4. Break-Even Analysis Template —   Download Here
  5. Financial Report Template —   Download Here

Business Financial Planning Templates, by Department

  1. Marketing Budget Template —   Download Here
  2. Department Budget Template —   Download Here

Business Financial Planning Templates, by Industry

  1. Basic Small Business Budget Template —   Download Here
  2. Start-up Budget Template —   Download Here
  3. Start-up Expenses Template —   Download Here

Personal Financial Planning Templates

  1. Weekly Budget Template —   Download Here
  2. Monthly Budget Template —   Download Here
  3. Personal Budget Planner Template —   Download Here
  4. Personal Budget Template —   Download Here
  5. Retirement Budget Template —   Download Here
  6. Money Manager Template —   Download Here
  7. Cash-Flow Budget —   Download Here

Family Budget Templates

  1. Household Budget Template —   Download Here
  2. Household Shopping List —   Download Here

Loan Financial Planning Templates

  1. Student Budget Template —   Download Here
  2. Loan Amortization Schedule —   Download Here

Special Occasion Budget Templates

  1. Event Budget Workbook —   Download Here
  2. Party Budget Template —   Download Here
  3. Conference Planning Worksheet —   Download Here
  4. Wedding budget worksheet —   Download Here
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