Excelerate Your OpEx Planning

View trends, add comments to line items, leverage pre-built drivers and patterns and plan expenses by category across your planning year—all within Excel.

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Built-In Dashboard

This Operating Budget Template includes a dashboard to help you validate your plan, visualize spend by category, compare plan year versus current year and more.

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Formatted and Ready To Use

All of Vena’s Templates are formatted (but still customizable) using best practices so you can get started right away instead of spending hours designing your template.

Frequently Asked Questions

A. Yes. This operating statement template is totally free and yours to keep forever.
A. With this free operating budget template for Excel, you can plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.
A. Since the Template was specifically designed for Excel, we don’t recommend that you open the Template in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,200 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Template

Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.

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Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.