Financial Templates

We’ve developed these free templates specifically for small farm financial planning. Use them for general or annual financial planning, to accompany a business plan, or to meet the requirements for financial statements as listed on The Carrot Project’s loan application checklist. The monthly templates are most useful for looking at 12 months of your business in detail, while the yearly templates are most useful for summarizing multiple years.

Borrower’s Financial Glossary (Download .pdf)

Yearly Financial Statements Template (Download .xlsx) 

Monthly Financial Statements Template (Download .xlsx) 

Sample Business Plan and Financial Statements (Download .pdf)