Templates
Four Excel workbooks built on the same formulas as our calculators, with working formulas, clear instructions and example data to start from. Free to download.
Startup Plan Workbook
Test a business idea’s numbers before you spend money — with a 12-month ramp-up that shows your lowest cash point.
- Assumptions, results and warnings
- First-year ramp-up with cash chart
- Side-by-side scenarios
- Launch checklist with status tracking
Pairs with the free Business Idea Check.
Small Business Budget
A 12-month operating budget that compares plan with reality and highlights where you’re off track.
- 12-month budget by line
- Monthly actuals
- Variance with alert threshold
- Year-to-date summary and charts
Pricing & Margin Model
Price a whole product or service line: full unit costs, margins and the price that hits your target after fees.
- Up to 40 products or services
- Unit cost build-up incl. labor
- Price for target margin
- Line summary and break-even revenue
Pairs with the free Profit Margin Calculator.
13-Week Cash-Flow Forecast
See a cash shortfall coming while there’s still time to act.
- 13 weeks of cash in and out
- Rolling balances
- Minimum-cushion alerts
- Lowest-point summary and chart
Pairs with the free Cash Runway Calculator.
How it works
The file downloads straight away. No account, no email address.
What you need
Microsoft Excel (Windows or Mac). Most features also work in Google Sheets and LibreOffice.
The fine print
Free for use in your own business. They’re planning tools, not advice: check the results against your own records. See our terms.