Budget and rolling forecast pack
Build the annual budget by month and cost centre, keep a rolling forecast up to date as actuals arrive, and get useful variance commentary from budget holders.
Finance teamsWhat a budget round involvesDocument in the pack
A budget by month and cost centre
✓Budget and forecast workbookWith a summary by type and cost centre
A forecast that rolls as actuals arrive
✓Budget and forecast workbookFull-year outturn and the next 12 months
Variances explained
✓Review sheetFlags variances over your threshold that have no comment
A timetable and clear instructions for budget holders
✓Budget timetable and instructions
Comments that tell the reader something
✓Variance commentary guideWith examples
Who it's for
Finance teams in small and mid-sized companies that budget in Excel.
Last checked
Checked in October 2026.
