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Monthly budget report One-Pager template with the month's totals, every line against plan, a chart of variance by month and one recommendation

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About this Monthly Budget Report one pager template

Close each month's books with this monthly budget report one pager template. Totals for the month and the year to date come first, then every line shows actual against plan, a chart tracks the variance month by month, and one recommendation closes the page. It keeps the monthly report short enough to read in a meeting. Office managers, nonprofit treasurers, finance leads and small business owners send it to the board or the owner at the start of each month. A drift in spending shows up in month two rather than at year end.

Monthly Budget Report One-Pager Template

Report the month's costs against plan with the year so far and one recommendation

One-Pager · A4 and LetterEdits in your browser

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What’s on it

  • Headline numbersTotals
  • TableBy Line, Actual Against Plan
  • Bar chartVariance by Month, $K
  • The one thing to act onRecommendation

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