Financial Plan template

Many small businesses fail because of insufficient planning and funding. A comprehensive financial plan helps you to forecast and set your goals and milestones. With the right financial assumptions in place, the rest will follow.

Our easy to use financial plan template allows you to:

• Calculate your set up costs
• Forecast your profit and loss
• Forecast your cash flow
• Forecast your balance sheet
• Examine your break-even point

To get started, click the download button below to open the Microsoft Excel spreadsheet and save a copy to your computer so you can save your work and update it on an ongoing basis.

 (99kb)

Important information 
As this advice has been prepared without considering your objectives, financial situation or needs, you should, before acting on the advice, consider its appropriateness to your circumstances. All products mentioned on this web page are issued by the Commonwealth Bank of Australia; view our Financial Services Guide (PDF 59kb)