Generate Brand New Template
Use our AI-powered budget generator to create a custom template tailored to your specific needs.
Business Budget Templates
Manage your business finances effectively with budget templates designed for freelancers and small businesses.
Project Budget Template
General project budget for business or personal projects
Dental Office Budget Template
Monthly operating budget for dental practice
Small Business Budget Template
Monthly operating budget for small businesses
Gym/Fitness Center Budget Template
Monthly operating budget for gym or fitness center business
Restaurant Opening Budget Template
Comprehensive budget for opening a new restaurant, from concept to launch
Marketing Campaign Budget Template
Budget for planning and executing a comprehensive marketing campaign
Software Development Project Budget Template
Budget for custom software development project from planning to deployment
Freelancer Monthly Budget Template
Monthly budget for freelancers managing business and personal expenses
Event Budget Template
Comprehensive budget for planning corporate or social events
Corporate Event Budget Template
Budget for corporate events, conferences, and business gatherings
Office Party Budget Template
Budget for office parties, holiday celebrations, and team building events
Get Started in Minutes
How to Use Our Budget Templates
Get started with our budget templates in just a few simple steps.
- Choose a Template.
- Browse our collection of free budget templates and select one that matches your needs.
- Customize Your Budget.
- Edit categories, adjust amounts, and add or remove line items to match your specific situation.
- Export and Use.
- Download your budget as an Excel file for ongoing tracking or as a PDF for printing and sharing.
- Track Your Expenses.
- Fill in the "Actual" column as you spend money to see how your spending compares to your budget.
The #1 Budget Management Software
Why use ReceiptsAI
ReceiptsAI is the gold standard in expense management. Automatically extract, categorize, and track your expenses with AI.
Feature
ReceiptsAI
Others
Free Templates
Unlimited Forever
Limited or paid only
AI Generation
AI-powered custom budgets
Manual creation only
Export Options
Excel & PDF export
Behind a paywall
Data Capture
Extract everything from Receipts, Invoices, and Statements
Data Entry
Expense Tracking
AI-powered automatic categorization and intelligent expense sorting
Manual categorization
Processing Speed
Process multiple invoices simultaneously in seconds with parallel processing
Slow
Security Standards
GDPR-compliant with bank-level encryption and secure USA-based storage
Data Harvesting
Why Use Our Budget Templates
Everything you need to manage your finances effectively.
AI-Powered Budget Planning
Our AI creates a fast template with common expenses for your next project. It can generate a personalized budget with realistic estimates in seconds.
Export to Excel or PDF
Download as Excel to track expenses throughout the month, or export to PDF for printing and record-keeping. Full compatibility with Google Sheets.
Fully Customizable
Add or remove categories and budget items, adjust estimates, and tailor the budget to match your unique financial situation.
Business Expense Categories
Track business expenses by category: office supplies, software, marketing, travel, and more. Perfect for tax deductions.
Income & Revenue Tracking
Track multiple income streams, client payments, and revenue sources. Compare income to expenses to monitor profitability.
Quarterly & Annual Planning
Plan budgets by quarter and year. Track seasonal variations in income and expenses to better forecast cash flow.
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
Do you have a small business budget template in Excel?
- Yes. Use the Business category to start with a business-friendly budget structure. Export to Excel and customize for revenue streams, operating expenses, payroll/contractors, and marketing.
How do I make a freelancer income and expense tracker spreadsheet?
- Start with a template, then add sections for client income, tools/software, subcontractors, and business travel. Track Actual weekly so you always know your net income and where spending is creeping up.
What expense categories should I use for a freelance business?
- Common categories include software, equipment, coworking, marketing, education, contractors, insurance, and taxes. Templates give you a baseline list you can refine to match your work.
How do I budget for quarterly taxes as a freelancer?
- Add a dedicated “Tax set-aside” line item and treat it like a non-negotiable expense. Updating Actual income regularly helps you keep the tax estimate realistic throughout the quarter.
Can I use this budget template for cash flow planning?
- Yes. You can organize the spreadsheet by month and track expected vs actual income/expenses. That makes it easier to see lean months ahead of time and adjust spending proactively.
Can I share a business budget with my accountant?
- Yes. Export to Excel for easy review, or open in Google Sheets to share access. Keeping categories clean and consistent makes your reporting much easier at tax time.
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