Templates

Budget vs actuals template

A monthly budget tracking spreadsheet comparing planned spending against actuals across every category, with automatic variance and RAG status.

What\u2019s included

  • ✓Monthly budget columns for 12 months
  • ✓Actual spend columns alongside each budget month
  • ✓Automatic variance calculation
  • ✓RAG colour coding: green, amber, red
  • ✓Year-to-date totals and full-year summary

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Why automate instead?

Manual budget tracking requires pulling figures from your accounting software monthly. CFO Pal does this automatically in real time.

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CFO Pal automates everything in this template from your live accounting data. From \u00a349/month.

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