Free Budget Templates for Small Business Owners
We get it. As a small business owner, your days are filled with providing end-to-end services for your clients.
Thank goodness TrulySmall™ offers a range of customizable budgeting templates for you to easily keep track of everything that’s on the go.
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Today’s Entrepreneurial Workforce
The independent workforce is constantly growing. And small business owners are busier than ever! As a result, there just isn’t enough time left to learn the backend of running a successful business: namely, the accounting and finances.
These budgeting templates will help you budget for your next project, so that you can keep your focus on what matters: keeping the cash flowing.
What should I include in my budget?
New to budgeting? Here’s what to include on your budget template to keep track of your finances! (WIP)
Project/Job description
A brief description of the project or job that the budget relates to.
Client Info
Add any pertinent info that you would like to include relating to your client, where the job is located, or a slightly more detailed description of the project.
Professional Info
Include your professional information to make sure that your client can reach out to you if they have any questions, as well as a broad estimate of how long the project will take you.
Category/Item Info
Include detailed descriptions of every item, tool, material, or cost that you think will go into the project.
Cost Info
This is the important part - be sure to include detailed cost information for every line item that you’ve listed under the ‘Category & Items’ section.
Payment Info
Include any information about items that have been pre-paid for, or items that have recently become payable or due.
Project Specific Info
Adding project specific info will help you build trustworthy client relationships - and also let you know who is responsible for individual tasks in the event of more complex projects.
Progress bars for each line items
Progress bars will help you indicate exactly where each item stands at any given point in time - simply click the drop down tab and choose from a range of options!
Sick of manually tracking budgets? Check out TrulySmall Expenses!
TrulySmall Expenses is the easiest expense tracking nd budgeting app for small businesses. Create a budget and we’ll keep an eye on your spending. Set spending limits and we’ll let you know when you’re getting close.
You can even connect your bank account so you no longer have to manually enter your spending transactions to update your budget.
Why is budgeting important?
Keep track of spending
As a small business owner, it’s important you keep an eye on your spending to make sure you’re not spending more than you can afford.
Better client estimates
Budgets allow you to break down all of your spending categories which means you can get a clearer look at how much you should be charging your clients.
Understand your biz
Budgeting is also a great way to learn more about your business. Figure out where you can cut costs and where to spend more, how your projects went, and which services are the most costly!
I don’t want to manually track my budget—how does Truly Small Expenses help my business?
TrulySmall Expenses is the perfect tool to help automate your budgeting and expense tracking. When you connect your bank account, we’ll automatically import all of your transactions so you don’t have to worry about calculating your spending on your own.
TrulySmall Expenses also has reporting built in so you can easily see your spending trends and more in just a glance.
