Budget vs Actual Tracker — Excel P&L Variance Model (monthly, YTD, full-year forecast, flags, dashboard)

Description

Most variance reports are rebuilt by hand every month. This tracker does the mechanical part once: enter the annual budget by month, enter actuals as each month closes, pick the current month on the Setup sheet, and the Variance sheet and Dashboard update for the month and year-to-date.

What’s inside

• Setup — company, fiscal year, current month selector, variance thresholds (amount and %)
• Budget and Actual sheets — 15 lines (3 revenue, 3 cost of sales, 9 opex) × 12 months, with gross profit, EBIT and margins
• Variance sheet — month and YTD budget/actual/variance/%, adverse-favourable flags that fire only when both thresholds are breached, full-year forecast per line
• Cost lines are sign-flipped so every negative variance reads as adverse
• Dashboard — 11 KPIs plus revenue and EBIT budget-vs-actual charts that stop at the last closed month
• Rename or add lines; every total is a SUM over its section

Sizes & formats

• Excel .xlsx (Excel 2010+, Google Sheets, LibreOffice, Numbers)
• No macros; sample values in the first three months so you can see it work

Formats: XLSX. Print at home, at the office or send the PDF straight to a local print shop.

Who it’s for

Finance managers, controllers, FP&A, founders reporting to a board, and department heads who own a budget.

How it works

1. Check out securely (card via iyzico, USD).
2. Your download link appears on the order page and in your e-mail immediately.
3. Print as many copies as you need for yourself or your team.

FAQ

Can I change the line items?

Yes — rename lines on the Budget sheet; the Actual and Variance sheets reference the same rows.

Can I use it for a department rather than a company?

Yes, the structure is a generic P&L; delete the lines you do not need.

Does it handle a fiscal year that does not start in January?

Yes — the month headers are plain text; rename them to your fiscal months.

Digital product — no physical item is shipped. Personal and in-company use; no resale or redistribution. Part of the Quiet Capital collection by Kurums.