A 12-month cash flow projection template mostly serves budgeting purposes, while a minimum 3-year cash flow projection template is needed to create a longer-term financial plan. A 12-month Excel template for cash flow projection is crucial, especially if you’re just starting out.

This monthly financial planner template provides a detailed budget along with a visual summary of your data. It includes sections for listing all sources of income, different savings accounts, and all of the expenses required to meet basic needs and support your lifestyle.

Word | PDF | Smartsheet This financial plan projections template comes as a set of pro forma templates designed to help startups. The template set includes a 12-month profit and loss statement, a balance sheet, and a cash flow statement for you to detail the current and projected financial position of a business.

Here are some free professional financial plan templates that you can use for both personal and business projects.