{"id":33723,"date":"2021-06-18T12:29:11","date_gmt":"2021-06-18T10:29:11","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=33723"},"modified":"2025-11-18T21:43:12","modified_gmt":"2025-11-18T20:43:12","slug":"plantilla-de-presupuesto-vs-real-en-excel","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/es\/blog\/finance-templates\/budget-vs-actual-template-excel\/","title":{"rendered":"Plantilla de presupuesto vs real en Excel"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ module_class=”sheetgo-post” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]

Companies require a good understanding of their financial situation. Therefore, many organizations plan and take the time to perform a budget-versus-actual analysis. Performing a financial forecast helps firms identify potential issues.<\/p>\n

Indeed, comparing your forecasted ingoings and outgoings with your actual income and expenses provides essential insight. Accordingly, a proper forecast provides a clearer understanding of the company’s current position.<\/p>\n

When analyzing the financial forecast with actual results, two possible variances can arise. Variances signify differences between the budgeted and actual figures. On one hand, a favorable variance points towards either higher income or lower outgoings. For instance, an unfavorable variance signifies a lower income or higher outgoings compared to the forecast.<\/p>\n

External factors often cause unfavorable variances. To illustrate, companies sometimes switch between suppliers because of supply shortages. Consequently, these companies encounter unexpected switching costs.<\/p>\n

However, variances can also point towards internal issues within a company. For instance, if a company’s income is lower than forecast, there could be an issue in the Sales or Marketing department. As a result, companies cannot underestimate the importance of forecasting and investigating variances.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]

Gathering data for analysis<\/h2>\n

An essential part of performing a forecast analysis is collecting and analyzing data. Simply gathering the necessary data from different departments is often challenging. Additionally, analyzing the data is a time-consuming process.<\/p>\n

Therefore, companies benefit when their departments use efficient and accessible formats to record their data. In fact, different software solutions are available to help firms plan and analyze their financial data. However, most of these solutions come with hefty price tags.<\/p>\n

Typically, SMEs and start-ups lack the budget and time necessary to implement specialized software. Furthermore, data is likely managed in spreadsheets. As such, consider a budget vs actual template in Excel<\/a>.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Rectangle-1.png” alt=”budget analysis budget vs actual template excel” title_text=”Rectangle 1″ align=”center” _builder_version=”4.22.2″ _module_preset=”default” width=”100%” max_width=”641px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]

Why use Excel to track Budget vs Actual spend?<\/h2>\n