Templates

Cashflow forecast template

A 12-week rolling cashflow forecast spreadsheet that tracks money in, money out, and your projected bank balance week by week.

What\u2019s included

  • Weekly income projections by source
  • Weekly expense projections by category
  • Running bank balance calculation
  • Conditional formatting highlighting negative cash weeks
  • Space for known upcoming payments

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Why automate instead?

A spreadsheet forecast goes stale the moment you stop updating it. CFO Pal builds this automatically from your live Xero, QuickBooks, or Sage data.

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