Financial Projections Template Excel

This free 4 page Excel business plan financial projections template produces annual income statements, balance sheets and cash flow projections for a five year period for any business.

The financial projections template is available for free download below.

Financial Projections Template Download

Download the latest available release of our FREE financial projections template in Excel format by clicking on the link below. We hope you will find it useful.

What’s Included in the Financial Projection Template?

There are four pages to the financial projection template, supplying everything you need to test out your business idea.

1. Income Statements

The first page of the financial projection template shows income statements for the business for 5 years.

Income statement in a financial projections template

2. Balance Sheets

The second page of the financial projection template shows the opening balance sheet and the balance sheets for 5 years.

Balance sheet in a financial projections template

3. Cash Flow Statements

The third page provides the cash flow statements for 5 years.

Cash flow statement in a financial projections template

4. Ratios and Graphs

The final page of the financial projections template contains a selection of useful financial ratios for comparison purposes. In addition it shows revenue, net income, cash balance, and cumulative free cash flow by year in graph form for easy reference.

Ratios and graphs in a financial projection

How to use the Financial Projections Template

If you want to know how to use the financial projections template, then we recommend reading our How to Make Financial Projections post, which explains each step in detail.

More Financial Projections Templates and Calculators

Extra templates and calculators are available to help you calculate revenue, weighted average gross margin, and activity ratios such as accounts receivable, inventory and accounts payable days, for use in the financial projections template.

Select a category from the menu to the right or chose one of the templates or calculators below.

Popular Revenue Projection Templates

Popular Calculators

Financial projections are critical to the success of your business plan, particularly if the purpose is to raise finance.  Accordingly we have designed our financial projection for startup template to help you test your business idea and create a five year business plan financial projection.

The financial projection template will help you to carry out your own financial projections and test your business idea. Therefore simply amend the highlighted input elements to suit your purposes, and the financial projection template does the rest.

Alternatively, you can use our online calculator to provide a quick and easy way to test the feasibility of your business idea.

Notes and major health warnings
Users use this business plan financial projections template excel at their own risk when deciding how to make financial projections for startups and carry out a startup financial analysis. We make no warranty or representation as to financial projection model template accuracy. Additionally we are covered by our Terms and Conditions, which you are deemed to have read. This is an example of a five year financial projection example template format that you might use when considering how to do a startup financial projection template. It is purely illustrative. This is not intended to reflect general standards or targets for any particular company or sector. If you do spot a mistake in the projected financial statement template, please let us know and we will try to fix it.

About the Author

Chartered accountant Michael Brown is the founder and CEO of Plan Projections. He has worked as an accountant and consultant for more than 25 years and has built financial models for all types of industries. Michael has been the CFO or controller of both small and medium sized companies and has run small businesses of his own. He has been a manager and an auditor with Deloitte, a big 4 accountancy firm, and holds a BSc from Loughborough University.

Last modified March 27th, 2023 by Michael Brown