Skip to main content

Creating and maintaining a financial forecast

1st January 2022

Information Icon

This article was written and originally published by The Productivity Group (trading as Be the Business). Be the Business is an independent, not for profit organisation set up to help business owners and leaders improve the performance of their business. © Copyright 2021 The Productivity Group. All rights reserved. Everything we publish on Business Talk is provided as general information only. It isn’t advice or an insight into the views of TSB or any of our Partners. This is for information only and should not be relied upon as offering advice for any set of circumstances. Please think about getting independent financial advice if you want help with your personal situation. While we make every effort to make sure the content is accurate and up to date, no liability is accepted by TSB Bank for any loss or damage caused by relying on any statement or omission. Links to external content are provided for information purposes only and not a TSB recommendation of any brand or service.

Creating and maintaining a financial forecast

January 2022

Financial forecasting is fundamental to running a business. Want to get a better grip on your finances? This template will help you create a financial forecast.

How it works

  1. Use our list to compile the information needed for a forecast

  2. Work out how you can develop a forecast that’s bespoke to your needs

  3. Identify the actions you need to take next


Download template



This tool could help with…