Manage business finances

Plan and track your financials with a basic budget, and forecast revenue in Microsoft Excel.

Build your budget

Start with a template

Get started by downloading a template:

• Business financial plan

• Business startup checklist

• More business financial templates

Forecast your finances

Need a little help? Learn how to create a forecast in Excel for Windows.

Related resources

Related article

How to manage your small business finances more efficiently

Buy Microsoft 365

Get Microsoft 365

Get help setting up

Training and in-person help