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A financial plan example

Insight into your financial situation through the example financing plan

Insight into your financial situation

As an entrepreneur, insight into your financial situation is important. A financial plan helps with this. Also if you want to know whether the start of your is feasible. From questions about your expected revenue to how much equity you need to invest. A financial plan maps it out. Useful for yourself, business partners, or an investor. 

With our free Financial Plan template, your plan is ready in no time! 

  • It maps out the financial situation of your company. 
  • Handy financial plan example in Excel.
  • You know what you need for a good start your business. 
  • You can use it for your potential business partners and for a possibleloan application.
  • For every legal form: example financial plan for sole proprietorship, private company, and general partnership.

What should be in a financial plan

In a financial plan, there are four different budgets. Preparing these budgets can be challenging. Therefore, we have created a financial plan template so that you can easily create a financial plan with all the budgets. The following four budgets are included in a financial plan:

  • Financing budget
  • Investment budget
  • Liquidity budget
  • Operating budget
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Financial Plan example

With our free financial plan template, you will know exactly what should be included in financial plan. Open the financial plan in Excel, choose the right language, and select your legal form. Then fill in the questionnaire.

Based on the questionnaire, all aspects of the plan are automatically filled in. This way, you easily gain insights into your financial situation.

This template helps you to organize your finances clearly. Besides the financial plan, you can also create the business plan. This ensures a good start for your company.

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What is a financial plan?

As an entrepreneur, you need a financial plan. You think about how your company will be financed, how much profit you expect, and what investments you will make. You will also check if you have enough equity. So it is an important part of your business plan. Fortunately, with the free template from Qredits, it is not rocket science.

A financial plan helps you determine how to make your business profitable. By forecasting your revenue and controlling your costs, you can maximize profit and stimulate the growth of your business. 

The financial plan provides insight into your financing needs. It shows how much capital you need to start or grow business. You also see which financing sources you can use, such as equity, loans, or investors. It helps you determine the right financial strategies and achieve your business goals.

A financial plan is a guide that you must continually monitor and adjust. It is important to regularly evaluate your financial performance and adjust your plan if necessary. This way, you stay on track and can respond to changing circumstances in a timely manner. 

You also evaluate potential financial risks, such as competition or changing regulations, and develop strategies to mitigate these risks. By proactively addressing risks, you can protect your company's financial stability. That's smart!

It helps you to get a clear picture of your financial situation. It allows you to control your expenses and manage your cash flow effectively. 

Financial plan for sole proprietorship

For every entrepreneur, a financial plan is important. Even for sole proprietors, a financial plan is the way to calculate the feasibility of your idea. With this plan, you know what you need for the start your business. In our template, you can indicate that you are creating a plan for a sole proprietorship, so you only need to fill in the items that apply to you. Handy!

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Questions or in need of assistance?

Can't figure it out or have questions? We help you! Also for advice on which loan, training, or mentoring best suits your situation. Contact us.