Free Finance Templates for FP&A

Work faster and smarter with financial templates built for strategic finance teams—across Excel, Google Sheets, PowerPoint, and Google Slides.

Budgeting & Forecasting

The All-in-One Financial Planning Calendar

Discover how to create an effective financial planning calendar, plus tips and tricks for improving your planning process and collaboration.

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Management reporting

The Ultimate Quarterly Board Deck

Calling all CFOs! Use this free quarterly board deck template to craft a concise and captivating board meeting presentation.

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Management reporting

Financial KPIs Dashboard

Streamline your financial analysis with our easy-to-use KPI dashboard template.Download, customize, and compare your key metrics in one convenient view.

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Workforce planning

Sales Quota Capacity

Easily and sustainably grow your business's sales arm with this free sales quota capacity template for Excel and Google Sheets.

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Budgeting & Forecasting

Rolling Forecast Template: 12-Month Forecasts (Excel Template)

Easily and quickly maintain a rolling 12-month forecast for your business's operating expenses with this free Excel and Google Sheets template.

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Financial reporting

Cash Flow Statement (Excel Format Template)

Use this free cash flow statement spreadsheet template to refresh or revise your cash flow reporting and operations.

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Budgeting & Forecasting

Capital Expenditures

Calculate the associated spend and depreciation for a capital budget or forecast with this free template.

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Budgeting & Forecasting

Operating Expense Planning

Quickly and easily collect operating expenses from department leaders with this sample department budget opex collection file.

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Budgeting & Forecasting

Budget vs. Actual (Excel Template) | P&L Statements

Download our P&L Budget vs. Actual Excel template to effortlessly compare your income and expenses with the projections made during your budgeting process.

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Financial reporting

SaaS Revenue Model

Use our free SaaS revenue model template to streamline SaaS revenue projections on Excel. Download for efficient analysis.

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Financial reporting

Free 3-statement model template and guide

Use this free, downloadable 3-statement model template to combine your three key financial reports: income statement, balance sheet, and cash flow.

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Financial reporting

Simple ARR Forecast (Revenue/Churn)

Download our free ARR forecasting template to compare revenue, analyze churn, and project annual recurring revenue effortlessly in Excel.

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Workforce planning

Headcount planning template for optimal workforce planning

Streamline your headcount and workforce planning with our free, easy-to-use Excel template. Download now to effortlessly simplify the process.

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Finance template FAQs

What are some types of finance templates?

Finance templates help streamline reporting, budgeting, and FP&A by providing pre-built structures for financial planning. Cube offers many different ready-to-use finance templates to streamline reporting, budgeting, and financial planning and analysis (FP&A) without starting from scratch. Each template is customizable, works with Excel & Google Sheets, and speeds up financial planning. Try Cube’s:

Budgeting template: Plan monthly, quarterly, or annual budgets with pre-built categories and formulas.

Cash flow template: Track inflows and outflows to ensure your business stays financially stable.

Variance analysis template: Compare actual vs. forecasted numbers to identify discrepancies and adjust plans.

3-statement model template: Generate income statements, balance sheets, and cash flow statements without manual formatting.

KPI dashboard template: Get a real-time view of performance metrics and financial trends at a glance.

Does Excel have a financial statement template?

Yes, Excel has built-in financial templates, but they often require heavy customization. Cube’s Excel templates above provide pre-built income statements, balance sheets, and cash flow statements, so you can start analyzing financial performance instantly. Simply download, input your data, and let the formulas handle the rest.

Does Google have a free budget template?

Yes, Google Sheets offers free budgeting templates, but they can be limited in scope and functionality for business needs. Cube’s Google Sheets budgeting templates, like budget vs actuals and OpEx planning, can handle detailed financial planning, making it easy to track expenses, forecast budgets, and customize categories.

Just open the template, enter your numbers, and start optimizing your financial strategy.

How do you use a finance template?

Using Cube’s finance templates is simple, even if you’re not an Excel expert. Just follow these steps:

1. Download your template: Choose an Excel or Google Sheets template that fits your needs, from budgeting templates to headcount planning.

2. Import your data: Copy and paste your financial figures into the designated fields.

3. Customize it: Adjust categories, add new formulas, or modify layouts to match your business.

4. Analyze the results: Use built-in calculations and pre-set formulas to gain insights instantly.

5. Share & report: Export your completed template or share it with your team for collaboration.

Stop Cleaning Data.  Start Driving the plan.

With Cube, finance teams can focus on what matters—guiding the business forward with speed, precision, and confidence.

Get a demo Explore the Platform

Free Finance Templates for FP&A

The All-in-One Financial Planning Calendar

The Ultimate Quarterly Board Deck

Financial KPIs Dashboard

Sales Quota Capacity

Rolling Forecast Template: 12-Month Forecasts (Excel Template)

Cash Flow Statement (Excel Format Template)

Capital Expenditures

Operating Expense Planning

Budget vs. Actual (Excel Template) | P&L Statements

SaaS Revenue Model

Free 3-statement model template and guide

Simple ARR Forecast (Revenue/Churn)

Headcount planning template for optimal workforce planning

Check out our other resources

Strategic Finance Pros by Cube

Learn how to fix your FP&A strategy with The Finance Fix

Finance template FAQs

What are some types of finance templates?

Does Excel have a financial statement template?

Does Google have a free budget template?

How do you use a finance template?

Stop Cleaning Data. Start Driving the plan.

Stop Cleaning Data.  Start Driving the plan.