Project Budget Template
Project budget template with charts
Plan what the project should cost, revise it as scope moves and compare it against what you actually spent. The planner works out variance and draws the spend breakdown and cumulative curve for you.
Business Suite
Project Budget Planner
Plan what a project is allowed to cost: allocate a budget by category, apply tax and see the approved total before work begins.
Use this templateOpens a fresh board — nothing to install and nothing to set up.
What you get
Planned, revised, actual
The three columns that make a budget usable, with variance calculated for you.
Monthly breakdown
Twelve months split into readable half-year tables instead of one cramped grid.
Charts included
Spend donut, comparison bars and a cumulative line chart drawn from your numbers.
Fits one page
The whole budget is laid out to export on a single A4 sheet.
How to build a project budget
- 1
Open the budget planner
Start from the planner above and name the project and its budget period.
- 2
Set the planned figures
Enter each cost category with its planned amount, then a revised figure whenever scope changes.
- 3
Record actuals monthly
Fill in what was actually spent each month; variance and the cumulative curve update as you go.
- 4
Export the summary
Export a one-page PDF for the client or the file, and keep the planner for the next update.
Common questions
Is the budget planner free?
The project budget planner is part of the Pro template set. Free accounts get the starter templates including the CV, cover letter, invoice and planner.
Is this the same as the expense sheet?
No. The budget planner covers planned allocations and forecasts; the expense sheet records actual dated spending line by line.
Can I change the colours?
Yes. The palette swatches retheme the whole dashboard, including the charts.
Can I export it?
Yes — export a PDF named after your document at any point.