Sheets
6
Instructions, Dashboard, Settings, Detail Entry, Monthly Summary, Dimension Analysis
Finance Excel template
Tải miễn phí Mẫu ngân sách so với thực tế. Quản lý số liệu ngân sách, kết quả thực tế, chênh lệch và ghi chú lý do trong cùng một workbook.
Consultation
If you want to line up budget figures, actual results, variance bands, and reason notes with your existing workflow, we can help decide what stays in Excel and what moves to the web. We can also adjust the column layout to match your current budget sheet.
If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.
Mẫu Excel miễn phí giúp bạn theo dõi số liệu ngân sách, kết quả thực tế, chênh lệch và ghi chú lý do trong cùng một workbook.
Free download
Budget
Actuals
Variance notes
Workflow
Traceable
Best for budget reviews
Input
Shareable
Easy to align in meetings
Input example
Lock in the budget review baseline
Align department, budget, actuals, and variance reasons first, then track monthly gaps.
Department
Sales Division
Budget
5,000,000 JPY
Actuals
4,650,000 JPY
Variance reason
Higher procurement
Free download
Xem trước nội dung của bản Excel trước
Mẫu workbook miễn phí giúp dễ theo dõi số liệu ngân sách, kết quả thực tế, chênh lệch và ghi chú lý do. Sau khi tải về, hãy bắt đầu với sheet thiết lập cơ bản.
File
Budget vs Actual Template.xlsx
File name：finance_budget_vs_actual_template_en.xlsx
Sheets
6 sheets
Purpose
Budget, actuals, variance, root cause, and action tracking
Keeping budget and actual numbers aligned helps reduce missed variance checks.
Monthly variance and reason notes stay in one workbook, so review is easier.
The same flow can keep comments for management meetings.
Start by organizing the budget and actual assumptions.
How Excel is used
Cách vận hành rà soát ngân sách trong Excel
The overview screen surfaces variances first, while the settings screen keeps account definitions aligned.
Step 1
Register budgets
First define budget items and owners, then align the monthly review checkpoints.
Step 2
Update actuals
Update actual results so budget gaps can be spotted early.
Step 3
Check variance
Log variance reasons and corrective policy so the next action is always clear.
Step 4
Monthly review
Bundle the month-end results and lessons learned into a format you can reuse next month.
Excel to screen mapping
Cột Excel nào sẽ thành màn hình rà soát ngân sách
Keeping budget and actual figures in the same order makes variances easier to read.
Excel element
System element
Notes
Excel element
Budget list
System element
Budget table
Notes
Track budget items, monthly amounts, and owners in one place.
Excel element
Actuals list
System element
Actuals board
Notes
Review actuals and variance side by side.
Excel element
Variance notes
System element
Variance timeline
Notes
Keep variance reasons and corrective policy in history.
Excel element
Review comments
System element
Comment board
Notes
Summarize the points needed for management meetings.