Skip to content

Annual budget plan templates

7 templates

All templates

Compare annual budget plan versions

Monthly Business BudgetBudget Kick-Off SlidesChurch Annual BudgetChurch Budget Presentation
FormatSpreadsheetPresentationDocumentPresentation
Works inMicrosoft ExcelGoogle Slides and PowerPointGoogle Docs and WordGoogle Slides and PowerPoint
LengthNot listed10 slides7 pages10 slides
StyleNot listedCorporateEditorialEditorial

How to choose a annual budget plan template

An annual budget plan sets out expected income and spending for a company or department across the coming year.

Read more

Cover goals for the year, revenue assumptions, costs by category, monthly or quarterly breakdown, contingency, and approvals.

Write down your assumptions, because they are what people will question first.

Compare Monthly Business Budget, Budget Kick-Off Slides, and Church Annual Budget, all 7 to 10 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is an annual budget plan?

An annual budget plan sets out expected income and spending for a company or department across the coming year.

What should an annual budget plan include?

Include goals for the year, revenue assumptions, costs by category, monthly or quarterly breakdown, contingency, and approvals. Write down your assumptions, because they are what people will question first.

Which annual budget plan template should I start with?

Start with Monthly Business Budget: Compare planned and actual spending by category, month by month. If that is not the right fit, compare it with Budget Kick-Off Slides.

How many pages does an annual budget plan need?

The templates here are 7 to 10 pages long. Cut any section you do not need; each template explains what its sections are for.

Can I make an annual budget plan in Microsoft Excel?

Yes. These annual budget plan templates work in Microsoft Excel, Google Slides, Microsoft PowerPoint, Google Docs, and Microsoft Word. All 7 templates are free, with no account or email needed.

Who are these annual budget plan templates written for?

Mostly charities and non-profits. The sample text in each one is written for a specific situation, so replace it with your own details.

Preparing your template…