FREE 18+ Budget Report Samples in PDF | MS Word | Excel (2024)

What is a budget report? A budget report is a document that provides a comparison between the actual budget and a projected budget. The report is used todetermine why the expenditure is high and which componentsare responsible for it. With this information, an action plan can be created to bring down the expenditure levels to its budgeted amount.Through a budget report,businesses are able to maintain control of their finances. Here, you can check out different types of budget report samples and even use them as a guide or sample reference.

Budget Report Sample

  • Budget Report Sample
  • 1. Budget Report Template
  • 2. Sample Budget Report Template

Budget Report Sample

1. Budget Report Template

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  • Google Docs
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2. Sample Budget Report Template

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  • MS Word
  • Google Docs
  • Google Sheets
  • Excel
  • Numbers
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  • PDF

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3. Simple Budget Report Template

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4. Annual Budget Report Template

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  • MS Word
  • Google Docs
  • Google Sheets
  • Excel
  • Numbers
  • Pages
  • PDF

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5. Free Termination Budget Analysis Report Template

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  • Google Docs
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6. Monthly Budget Management Report Template

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  • Google Docs
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7. Basic Budget Report Template

8. Printable Budget Report Template

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  • MS Word
  • Pages

Size: A4, US

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9. Monthly Budget Report Template

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  • PDF

Size: 250 KB

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When making a monthly budget report, you need to present more than justa number or figures. Adding graphs, charts and other images that will represent datawillmake your report presentable and easy to understand. Check out the charts and graphs from this sample to give you an idea of what other things you can add or do to your monthly budget report that will make it look more attractive yet still professional.

10. Sample Budget Report Summary Template

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  • DOC

Size: 7 KB

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A budget summaryisa brief overview of a budget that provides only the main points or the important things to know.Unlike the usualbudget plan, a budget summarydoes not provide a detailed breakdown of the income or expenses, but it only shows the large portions of where the budget was spent. Budget summaries are a lot easier to make compared to the detailed budget plans. In the sample above, the budget summary provided only uses a single page to present the budget for a particular program.

11. Final Project Budget Report Template

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  • PDF

Size: 176 KB

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Making a budget for a project proposal is made easy if you use thisfinal project budget report template. As you can see, the template is plain and simple and requires only a few details. On the one-page template, you will be required to provide the project name and date, the list of project expenses and income, as well as the amount requested from the sponsor. Completing this budget report should not be a problem.

12. Office of Health Sciences Annual Budget Report Template

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  • DOC

Size: 73 KB

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Use this sample as a guide to help you writea budget report for an entire year. You can download and view this detailed and comprehensiveannual budget report sample in Word. The layout used is very basic, which helps readers easily read through the pages of the report. Subheadings are highlighted using different font colors so that they can be easily identified from the rest of the texts. Read this sample to learn more.

13. Budgets and Monthly Financial Report Template

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  • PDF

Size: 56 KB

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Learn about budgeting through this informativefinancial report sample. Basic information about budget and expenditures and other related topics are included in the sample, which will help you widen your knowledge about the topic. There are also guide questions that will help you in laying out the budget along with a sample budget build-up table, monthly cash flow forecast, and a financial report template for the month ending. You will surelylearn a lot of things from this sample.

14. Expense Budget Report Template

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  • PDF

Size: 60 KB

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Expenses refer to the amount of money that is spent on something or used to pay for certain products or services. Keeping track of expenses is a part of budgetingthat is done together with income tracking. To make your expense budget reporting easier and convenient, you can check out this expense budget report sample an use it as a reference for your needs. You can use the same design or layout for the sample report you are making.Your budget report will surely look good if you use this sample.

15. Company Budget Report Template

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  • PDF

Size: 241 KB

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Need to create a budget report for the company? If so, then we sample recommendation that you check out thiscompany budget report template. You’ll be able to make a short but detailed budget report using this reliable template.Another good thing about templates is that they’ll provide you with everything that you need to create a complete company budget report. In this template you will need to provide the name of our company, the division you belong to, the current month, the fiscal year, and other relevant details.

16. Sample Budget Analysis Report Template

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  • PDF

Size: 118 KB

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A budget analysis is done to compare the budgeted amount to that of the actual expenses and revenue for a particular period.The report generated provides a summary of the budget analysis done.Thesample budget analysis report template shown abovewill be a good tool to usewhenrecording the details in abudget analysis report that you are working on. You may download the template and useit for your personal needs.

17. Sample Budget Implementation Report Template

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  • PDF

Size: 743 KB

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A budget implementation reportdocuments howthe use and implementation of a given budget.This sample makes a good reference material, especially if you need to make abudget implementation report or something similar.A lot can be learned from this sample; that is why it is why we recommend that you check it out. Basic information about budget reporting and the different parts of a budget report writing are discussed in this ample. There are also a number of charts, tables, and sample figures provided throughout the sample that will make it easier to understand.

18. Sample Budget Narrative Report Template

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  • PDF

Size: 13 KB

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19. Final Budget Report Format

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  • XLS

Size:23KB

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A budget narrative, also known as a budget justification, is a document that provides an explanation as to why the budget cost analysis is necessary and how the cost will be used. This makes an outstanding reportas every item in the budget reportis explained thoroughly so that no unnecessary or out of topic questions can be asked. This also prevents instances that open a can of worms for the reporter. Read this sample to learn more.

FREE 18+ Budget Report Samples in PDF | MS Word | Excel (2024)

FAQs

How to create a budget spreadsheet for free? ›

Google Sheets Templates

If you go to the Google Sheets template gallery, you can find some free budget spreadsheet options. There is a monthly budget and an annual budget spreadsheet. You can put in your planned income and expenses, and your actual income and expenses.

Where can I find a budget template? ›

Google Sheets budget templates

Google Sheets also provides annual business budget templates for entrepreneurs who want to track their expenses.

Does Microsoft have a free spreadsheet program? ›

Free Online Spreadsheet Software: Excel. Microsoft 365.

Is there a completely free budget app? ›

Honeydue is an app built specifically for couples who need help managing their household bills, balances, and spending. It's completely free, although you can choose to tip the developers to help support new features.

What is the 50/30/20 rule? ›

The rule is to split your after-tax income into three categories of spending: 50% on needs, 30% on wants, and 20% on savings. 1. This intuitive and straightforward rule can help you draw up a reasonable budget that you can stick to over time in order to meet your financial goals.

How do I make a simple spreadsheet in Word? ›

How to Make a Spreadsheet on Microsoft Word
  1. Open Microsoft Word and go to the “Insert” tab.
  2. Click “Table” and choose your desired number of rows and columns.
  3. Personalize the layout to your needs.
  4. Now you can start entering data into the cells.

How to create an easy budget? ›

  1. Calculate your net income. The first step is to find out how much money you make each month. ...
  2. List monthly expenses. Next, you'll want to put together a list of your monthly expenses. ...
  3. Label fixed and variable expenses. ...
  4. Determine average monthly cost for each expense. ...
  5. Make adjustments.

What is the best spreadsheet for budget? ›

1. Tiller Foundation Template for Excel. The Tiller Foundation Template is the only automated Excel budget workbook recommended by Microsoft. Powered by Tiller Money Feeds, the Foundation Template automatically tracks your daily spending, income, and account balances.

What is the 70/20/10 rule money? ›

The 70-20-10 budget formula divides your after-tax income into three buckets: 70% for living expenses, 20% for savings and debt, and 10% for additional savings and donations. By allocating your available income into these three distinct categories, you can better manage your money on a daily basis.

What program to use for a budget? ›

CountAbout is a personal financial and budgeting software solution. It is notable as it can import data from Quicken, or Mint, and is one of the few solutions that can do this. When you sign up you're encouraged to do that early on, and there are some decent instructions that walk you through the steps.

What should a budget report look like? ›

The budgeting report will look very similar to your income statement. You'll set out sales and revenues, followed by various expenses, and then your net operating income. Check out some examples from sampletemplates.com.

How to create a budget spreadsheet? ›

How to create a budget spreadsheet
  1. Choose a spreadsheet program or template.
  2. Create categories for income and expense items.
  3. Set your budget period (weekly, monthly, etc.).
  4. Enter your numbers and use simple formulas to streamline calculations.
  5. Consider visual aids and other features.

How do you write a budget document? ›

For example, if you get paid weekly, set up a weekly budget.
  1. Record your income. Record how much money is coming in and when. ...
  2. Add up your expenses. Regular expenses are your 'needs' - the essential items you need to pay for to live. ...
  3. Set your spending limit. ...
  4. Set your savings goal. ...
  5. Adjust your budget. ...
  6. Make budgeting easier.

Does Excel have a budget template? ›

DIY with the Personal budget template

This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses.

Does Google Sheets have a budget template? ›

Once your Google account is set up, you can explore the wide variety of budget templates available in Google Sheets. These templates are designed to suit different financial needs and preferences. Here are a few types of budget templates you can find: Monthly budget.

What is the 50 30 20 budget rule? ›

Those will become part of your budget. The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings. The savings category also includes money you will need to realize your future goals.

Can I make an Excel spreadsheet for free? ›

You don't have to start from scratch if you start with a free template Microsoft Create. Choose from an assortment of templates like calendars, invoices, and budget planning. Go to Create.Microsoft.com.

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