monthly_budget_vs_actual_tracker.xlsx

	A	B
1	Monthly Budget vs Actual Tracker
2	Free template for small business owners to plan monthly budgets and compare them to actual results.
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4	How to use
5	1. Enter your business name, fiscal year, and opening cash balance in the Dashboard.
6	2. Fill in the monthly budget amounts on the Budget tab.
7	3. Enter your real monthly results on the Actuals tab.
8	4. Review the Summary tab for category-by-category variance.
9	5. Use the Dashboard tab for annual KPIs and quick charts.
10	Tips
11	• Positive variance is favorable for revenue. Negative variance is favorable for expenses.
12	• Keep category names unchanged so formulas stay aligned.
13	• Duplicate the file for a new year to preserve history.
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15	Field	Where to update
16	Business Name	Dashboard!B2
17	Fiscal Year	Dashboard!B3
18	Opening Cash Balance	Dashboard!B4
19	Monthly budget & actual values	Budget and Actuals tabs
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