Budgeting and Financial Planning templates.
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Financial Planner Lite - NB (3-year)
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Appropriate for new companies. |
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A very easy template for preparing the Financial Plan for a new company or new business. From your inputs it automatically generates P&L, Cash Flow, Balance sheet and 3-year ratios. |
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For:
Easily preparing a 3-year plan. |
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Evaluation:
Simplified and easy-to-use. |
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Content:
One file for Excel with 17 linked sheets. |
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Price:
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Financial Planner EC (Annual)
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Appropriate for an established company |
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A very practical template particularly useful for preparing the detailed financial planning over a 12-month period for an established company. Based on your budget it automatically prepares the P&L, Cash Flow and balance sheet (12-month). |
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For:
Forecasting financial planning in detail. |
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Evaluation:
Very complete. |
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Content:
One file with 8 powerful linked sheets. |
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Price:
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Financial Planner Pro - EC (5-year)
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Specially for established companies. |
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An extremely complete template for preparing your company’s financial planning for up to 5 years. Based on your budget it automatically generates P&L, Cash Flow, Balance sheet, ratios and financial analysis for up to 5 years. Exhaustive: It prepares more than 10 spreadsheets and analysis. |
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For:
Preparing the financial planning for 5 years. |
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Evaluation:
Excellent. |
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Content:
2 linked spreadsheets for Excel®. |
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Price:
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Financial Planner Pro – NB (5-year)
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New Business |
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A very complete set of spreadsheets for preparing the financial plan for a new company for up to 5 years. From your inputs it generates the P&L, Cash Flow, Balance sheet, ratios and financial analysis for up to 5 years. |
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For:
Forecasting 5-year financial planning for new businesses. |
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Evaluation:
Very complete. |
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Content:
2 linked spreadsheets for Excel®. |
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Price:
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Financial Planner
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Professional Pack |
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A very good pack of professional templates for the financial planning of the company. It includes 5 of the best products from our website and you will save over 40%! |
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For:
Making forecasts and financial planning. |
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Evaluation:
Complete. |
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Content:
6 files for Excel®. |
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Price:
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