Proposal Templates > Budget Proposal Template
Budget Proposal Template
Whether you are preparing an internal budget to present to your colleagues, or a budget for a client, you can use our free budget proposal template to kickstart your process. Customize, deliver, and track your budget proposal, then get easy approval with built-in eSignatures.
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A budget is an outline of your company’s operational and financial goals. It is an opportunity for your organization to showcase how it uses resources, monitor performance, and develops future plans. The need for a budget is even higher for new startups and companies who need capital funding. Presenting a budget proposal is one way in which your organization can shine when approaching creditors and investors alike.
Budgeting then becomes a function of conducting business that is evaluated on a daily, weekly, monthly, quarterly, and annual basis. Deviations from expectation can be addressed, and a new course of action can be taken if the desired results are not being produced.
If you are not an accountant, then budgeting may seem like more of a chore than anything. That is why using a free budget proposal template Word or budget proposal template Excel in Microsoft Office, as an example, can help make the process much easier and less stressful while producing better, more predictive results. If you are experiencing difficulty figuring out how to start building your budget proposal template Google Docs, as another example, you may find it to be beneficial to work alongside a budget proposal sample for business.
A budget proposal sample PDF can show you how other companies have presented their budgets. Hallmarks of a good simple budget proposal sample PDF incorporate the following elements:
- Purpose or Goal
- Direct Costs
- Facilities and Administration Costs
- Anticipated Revenue or Benefit
While the above-listed items are not exhaustive, it helps you understand what you should be looking for in a budget proposal template Microsoft Word free document. In the next section, we are going to further examine some budgeting pitfalls to look out for and resources that can help you get started with working on your own.
Event Planning Spreadsheet Excel
When you tell people that you are event planner, you likely hear them say, “Oh, how fun! What a cool job!” It’s at this point in time that you may stop being polite and start getting real.
Event planning is tough work! It involves managing customers, venues, vendors, and a myriad of other individuals and entities that come together and make a single event happen. And since there are so many moving parts and bodies, it’s vital that event planners use an event planning spreadsheet Excel or event budget template Google Sheets document.
At a minimum, your Google sheets event budget template should account for the expense for an event using this event budget checklist that includes:
- Rental expense tracking
- Catering cost estimation
- Decoration expenses
- Transportation costs
- Equipment and entertainment fees
- Activities expensing
- A contingency fund account
- Projected and actual expense reports
There are some great free resources online for an event budget proposal template through Microsoft or Google. You may have to ‘tweak’ them a little bit to get them just right. In Microsoft, you can create one from an event budget template XLS or event budgeting PPT if you want to level-up your design game.
Weekly Budget Template
This guide has primarily focused on business budgeting. However, personal budgeting is equally essential. When you know where the money is coming in and when it is going out, it can drastically improve your mental and emotional relationship with money and finances when you do it right!
Using a weekly budget template is an excellent choice with several key benefits that include:
- Creating a financial roadmap
- Revealing wasted resources
- Aligning your priorities
- Building new financial habits
- Controlling hard-to-control expenses
- Transforming your money into an asset
- Growing your savings account
- Accelerating your financial goals
While it is true that the budget takes a little effort up front, the long-term benefits pay for dividends for themselves a million times over. Okay, that last part might be a bit of an exaggeration, but hopefully, you can see that there is tremendous value in creating a personal monthly budget Google sheets document from a personal monthly budget template Google Sheets option.
You will find that this is an activity that will change the way you manage and view your wallet. There is no comfort more empowering than knowing how your money is working for you and that you are not inadvertently working against it. It is the stuff that financial savvy individuals and millionaires are made of.