Free Financial Projection Templates Excel Google Sheets

Bonisiwe Shabane

-Dec 28, 2025, 1:46 AM

free financial projection templates excel google sheets

We’ve collected the top free financial projection and forecasting templates. These templates enable business owners, CFOs, accountants, and financial analysts to plan future growth, manage cash flow, attract investors, and make informed decisions. On this page, you'll find many helpful, free, customizable financial projection and forecasting templates, including a 12-month financial projection template, a startup financial projection template, a 3-year financial projection template, and a small business... You’ll also find details on the elements in a financial projection template, types of financial projection and forecasting templates, and related financial templates. Download a Sample Simple Financial Projection Template for Excel | Google Sheets Download a Blank Simple Financial Projection Template for

Small business owners and new entrepreneurs are the ideal users for this simple financial projection template. Just input your expected revenues and expenses. This template stands out due to its ease of use and focus on basic, straightforward financial planning, making it perfect for small-scale or early-stage businesses. Available with or without sample text, this tool offers clear financial oversight, better budget management, and informed decision-making regarding future business growth. Looking for help with your business plan? Check out these free financial templates for a business plan to streamline the process of organizing your business's financial information and presenting it effectively to stakeholders.

A financial projection template is a structured document that individuals and businesses use to estimate their future financial performance. By analyzing industry trends and historical data, the template can outline future costs, profits, revenues, cash flows, etc., over a particular period. For businesses and startups, the template has strategic value in the context of financial planning. It serves as a roadmap, turning goals into measurable outcomes, making it easy for businesses to set realistic targets, measure progress, and allocate resources efficiently. Also, regular updates to the template allow businesses and startups to adapt to an ever-changing market. This flexibility leads to business sustainability.

The template exists for various reasons: Financial projection can be a difficult task, especially when you are not using a template. That is why we are providing you with ready-to-use financial projection templates to help you develop an effective financial plan for your business. It also makes work easier as opposed to starting from scratch. A financial projection template contains key elements that make it structured and effective. They are:

Planning for the future of a business is not about guessing. It’s about using real numbers to map out where you’re headed. Whether you’re preparing to pitch to investors, apply for a loan, or just want to see how your business might perform over the next five years, financial projections give you the clarity to make... This financial projection template in Excel helps you lay out your revenue, expenses, profit, and cash flow in a structured way. It’s built for both new entrepreneurs trying to understand the road ahead and experienced owners who need to adjust their forecasts with updated assumptions. Before you dive into the spreadsheet, let’s walk through what goes into a solid projection—and how to use this tool the right way.

FPs are long-term forecasts about the future monetary value of your assets, expenses, costs, liabilities, equities, profits, income & revenue. A sound projection contains multiple statements & reports, but the three most vital ones are: a cashflow statement, an income statement, and of course, a final balance sheet pitting your total assets against your... Have you ever manually calculated projections on a spreadsheet that feels never-ending? It probably left you wondering how to combine all the data without spending hours on manual calculations or risking costly errors. The answer is financial projection templates. These tools are not just any spreadsheet—they’re your go-to for organizing data, automating calculations, and presenting financial forecasts in a way that’s easy to interpret.

In this blog, we uncover the best financial projection templates, battle-tested by financial analysts who understand the real-world chaos of forecasting. From quarterly revenue predictions to comprehensive cash flow analyses, these templates do the heavy lifting for you. Financial projections templates are pre-designed tools that help estimate a business’s financial outcomes based on historical data, current performance, and future goals. I can’t tell you how often I got excited about projecting financials for my startup. Let’s be honest; if you’re an entrepreneur, your revenue in five years is a number that you should care about. Over the years, in my entrepreneurial journey, I’ve discovered many ways to create my startup financial projections.

This article showcases a startup financial projections template in Google Sheets or Excel that would be very helpful. Before I begin, if you’re only interested in the template, click on the table of contents option below to jump to the end of the article (It’s okay, I forgive you.) However, if you want to be guided by a ten-year investment consultant, read this small 5-minute article. It aims to support your projections. Startups have various stages. There’s ideation, which is the phase that all startups start in.

Then they evolve to an MVP (minimum viable product.) After that, money starts coming in (it doesn’t have to be money in particular, it could be data as well.) Once that happens, a startup becomes post-traction. As a business consultant in Zurich, Switzerland, I always advise my clients to consider raising funds post-traction. Forecast your business's financial future with our Free Financial Projection Template, which was Designed to help businesses make informed decisions based on accurate financial data. With Fillable sections for Revenue, Expenses, and Cash Flow, this Template can be tailored to meet the specific needs of your business. Download it Now.

15+ Construction Financial Projections Template Bundle Financial Cost Saving Projection Template Financial Investment Growth Projection Template Transport and Logistics Financial Forecast and Projection Template Building up forecast from payroll schedules, operating expenses schedules and sales forecast to the three financial statements Our financial projection template will help you forecast future revenues and expenses by building up from payroll schedules, operating expenses schedules, and sales forecast to the three financial statements.

Below is a screenshot of the financial projection template: This financial projection template contains the following sections: In the payroll (current year) worksheet, you will input the payroll expenses for each of the full-time employees, part-time employees, and contractors. The model helps you break down the salary, taxes, employee insurance, pension, and employee bonus expenses so you can easily track the total amount for each of the items. These individual monthly payrolls then roll up to the summary tables, which automatically calculate the average hourly wage and net pay for each month (all expenses except bonuses) by staff type. Creating accurate financial projections is a crucial step for any business owner or individual, yet it's often a moment that brings both excitement and uncertainty.

While financial forecasting can feel overwhelming and time-consuming, having solid projections helps you chart your company's future growth. A well-structured template simplifies the process and ensures you're considering all the critical financial metrics that investors, lenders, and stakeholders want to see. If you're looking for reliable financial projection templates to jumpstart your planning for 2025, you've landed in the right spot. A financial projection template is a pre-built spreadsheet or document that provides a structured framework for forecasting your business's future financial performance. As a foundational tool for financial planning, it helps you systematically estimate revenue, expenses, cash flow, and growth metrics without starting from scratch. A good financial projection template provides all the essential elements needed to create accurate forecasts, whether you're planning for the next 12 months or mapping out a 5-year strategy.

Free Financial Projection Templates Excel Google Sheets

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