Excel spreadsheets for business plans and budgets

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Approx. 25 EUR / 32 USD

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Budget Controller Lite

Budget Controller Lite is an Excel template for budgets and business plans designed for quick and easy budgeting and financial planning for the small business; sole traders; students of management or finance; newcomers to Excel; or managers looking for a basis for further development. It allows for monthly financial projections of up to two years with only one revenue stream per file. There is no limit to the number of budgets and business plans that can be created. Different versions can be saved in separate files and can even be linked to consolidate financial projections into one master file.

Although Budget Controller Lite lacks the sophistication and powerful financial modelling functionality of the full version, it will be quite adequate for most small organisations. Importantly, it uses the same basic principles to automatically construct integrated Income Statements (Profit & Loss), Balance Sheets and Cash Flow Statements. Nevertheless, the accounts are less detailed and it doesn't have quarterly reports, only monthly and yearly.

In common with full version of Budget Controller, the Lite version includes a language dictionary, enabling our financial planning templates to be easily translated into a second language, allowing users to switch between English and their own language at the click of a mouse button.

Budget Controller Lite is the ideal tool for creating budgets and business plans for small businesses being quick to learn and easy to use. Developed for Microsoft's Excel, the template design and menu options will be familiar to managers around the world.

Product Features

  • Familiar and intuitive Excel interface.
  • Context sensitive help text.
  • Comprehensive user guide.
  • Validation rules check for data consistency.
  • Fiscal year can start in any month.
  • Forecast can start in any month.
  • Maximum of 2 years can be forecast in one file. No limit if multiple files are used.
  • Costs can be split between fixed and variable for contribution and breakeven analysis.
  • Allows for capital investment planning with flexible payments schedules.
  • Allows for the creation of provisions that don't effect cash-flow.
  • Balance Sheet automatically remains balanced.
  • Cash-flow statement and reconciliation of changes in liquid funds.
  • Link to other Excel files to create your own layouts for Income, Balance Sheet and Cash-flow statements.
  • Key ratios include Altman's Z score model for forecast financial distress.
  • Graphs illustrate trends in Sales, Net Income and Cash Flow.
  • Add your own comments to underlying forecast assumptions.
  • Multi-lingual support.

Spreadsheet Screen Shots

Budget Controller: Main Menu

Main Menu

Familiar and intuitive Excel interface with simple menu driven navigation for easy access.

Budgets can start in any month

Fiscal Year & Budget Start Dates

Fiscal year and budget/business plan can start in any month of the year.

Budget Controller has context sensitive help

On-Screen Help

Context sensitive help text (in English only).

Budget Controller is multi-lingual

Multi-Lingual

Currently in English and Portuguese but the Language Dictionary permits users to enter a second language of their choice. The Language Dictionary can also be used to change text labels to descriptions that are more appropriate to your own organisation.

Sales forecast spreadsheet

Sales Forecast

Add your sales forecast to the 'Sales' worksheet or copy/paste it from our sales forecasting template Sales Controller Lite.

Add your own Excel functions

Add Your Own Formulae

Use the full power of Excel to add rational behind your assumptions.

Link Budget Controller to other Excel spreadsheets

Link to Other Spreadsheets

Link Budget Controller to your own detailed sales forecast or our sales forecasting tool, Sales Controller Lite.

Divide your budget into cost centres

Generic Cost Classification

Costs are broadly divided into functional areas: Manufacturing, (or Operational for service companies), Marketing, Admin, etc.

Divide your budget into fixed and variable costs

Fixed & Variable Costs

Costs are also classified by their behaviour in function to sales, i.e. fixed or variable, or a combination of both.

Variable costs change automatically with your sales budget

Variable Costs

Variable Costs change in proportion to sales. If you change your sales forecast, variable costs will change automatically to compensate for this.

Fixed costs are independent of your sales budget

Fixed Costs

Fixed Costs are independent of sales. Changes in sales have no effect on fixed costs.

Split variable costs into materials, labour and expenses

Variable Cost Types

Variable Costs are made up of Materials, Labour and Expenses. Each component is entered as a percentage of sales. The value is calculated automatically.

Add assumptions about fixed assets and capital investments

Capital Investments

The purchase, sale and amortisation/depreciation of Fixed Assets is done in the Capital Investment sheet.

You can budget for bank loans and changes in equity and share capital

Financial Transactions

You manage your equity and cash in the Financial Transactions worksheet.

Make provisions that impact profit but have no effect on cash-flow

Other Items

Make provisions that impact profit but have no effect on cash-flow. Many organisations won't need this facility and can ignore this sheet.

Budget Reports - Income Statement or Profit & Loss Account

Income Statement (Profit & Loss Account)

The Income Statement or Profit & Loss Account is calculated automatically based on the assumptions in the other spreadsheets.

Budget Controller balances the balanace sheet automatically

Balance Sheet

You add assumptions about inventories, accounts receivable and accounts payable in the Balance Sheet, which automatically stays balanced throughout your forecast.

Budget Controller automatically creates a cash flow statement

Cash-flow Statement

The Cash-flow Statement is calculated automatically based on the assumptions you made in the other spreadsheets and includes a reconciliation of the changes in liquid funds.

Budget Controller automatically calculates important key ratios

Key Ratios

Key Ratios are also calculated automatically and include context sensitive help text that defines the ratio and how it should be interpreted to aid users with non-financial backgrounds.

Budget Controller spreadsheets include graphs of key projections

Digital Dashboard

Graphs of Sales, Net Income and Cash-Flow help interpret the trends in your forecast. Additional graphs can be added by linking to your own Excel spreadsheets.

Link Budget Controller to your own Excel spreadsheets for further analysis

Link to Your Own Management Reports

Automatically update your own reports by creating dynamic links between Budget Controller and your own reporting packages and budget layouts.

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