{"product_id":"resultatbudget-resultatprognos-excel-2026-2027","title":"Budgeted Income Statement \u0026 Income Forecast 2026\/2027 – Swedish + English | Excel, Word \u0026 PDF","description":"\u003cdiv class=\"mb-product\" lang=\"sv\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eBuild a clear operating budget for the entire year – and then track it against actual results and an updated full-year forecast.\u003c\/strong\u003e This template package is designed for Swedish companies, sole traders, associations, and budget managers who want to plan revenue, expenses, margins, and profit in a professional and easy-to-read format.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#e7f6ed;border-left:4px solid #29865a;padding:14px 18px;margin:18px 0;border-radius:6px\"\u003e\n\n\u003cstrong\u003eReviewed October 7, 2026.\u003c\/strong\u003e The structure has been checked against current official guidance from Verksamt.se and the Swedish Tax Agency's legal guidelines. No general VAT rate or income tax rate is hardcoded.\u003c\/div\u003e\n\n\n\u003ch2\u003eWhat is included\u003c\/h2\u003e\n\n\u003cp\u003eYou receive a complete package with \u003cstrong\u003e9 delivery files\u003c\/strong\u003e:\u003c\/p\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOperating Budget \u0026amp; Forecast – Swedish\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eAnnual budget, monthly table, KPIs, assumptions, and decision-making section\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProfit \u0026amp; Loss Budget \u0026amp; Forecast – English\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working version for Swedish business conditions\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eUser Guide – Swedish\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step, accruals, budget\/actual\/forecast, and common classification errors\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eUser Guide – English\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions and Swedish accounting context\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOperating Budget 12 months\u003c\/td\u003e\n\n\u003ctd\u003eExcel\u003c\/td\u003e\n\n\u003ctd\u003eBudget, actuals, forecast, scenarios, and dashboard\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\n\u003ch2\u003eThe Excel tool includes\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e12-month operating budget\u003c\/strong\u003e with separate rows for goods sales, services, other operating income, cost of goods\/production, personnel, rent, marketing, IT, travel, other external costs, depreciation, and financial items.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e12-month actuals\u003c\/strong\u003e where actual reported amounts can be compared against the budget.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eForecast input\u003c\/strong\u003e for remaining months.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCombined full-year forecast\u003c\/strong\u003e that merges closed actual months with the latest forecast.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eForecast control\u003c\/strong\u003e that does not accept empty future forecast cells. An explicit 0, however, is counted as correctly filled in.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDashboard\u003c\/strong\u003e for operating income, gross profit, operating profit, profit before tax, profit after tax, and margins.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBudget vs. targets\u003c\/strong\u003e and forecast vs. targeted profit before tax.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eScenario analysis\u003c\/strong\u003e for changes in turnover, cost of goods, personnel costs, other operating costs, and financial costs without overwriting the original budget.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\n\u003ch2\u003eAn operating budget is not the same as a cash flow budget\u003c\/h2\u003e\n\n\u003cp\u003eThe operating budget is based on \u003cstrong\u003eaccrued income and expenses\u003c\/strong\u003e. A cash flow budget, on the other hand, shows when money is actually paid in and out. A customer invoice may therefore belong to the profit for January but not be paid until February. Likewise, a loan repayment is an outflow but not an expense in the income statement, whereas interest is normally a financial cost.\u003c\/p\u003e\n\n\n\u003ch2\u003eExamples of items clearly handled\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eSales of goods and services\u003c\/li\u003e\n\n\u003cli\u003eCost of goods and production\u003c\/li\u003e\n\n\u003cli\u003eGross profit and gross margin\u003c\/li\u003e\n\n\u003cli\u003ePersonnel costs\u003c\/li\u003e\n\n\u003cli\u003eRent\/Facilities\u003c\/li\u003e\n\n\u003cli\u003eMarketing and sales\u003c\/li\u003e\n\n\u003cli\u003eIT, software, and telephony\u003c\/li\u003e\n\n\u003cli\u003eTravel and logistics\u003c\/li\u003e\n\n\u003cli\u003eOther external costs\u003c\/li\u003e\n\n\u003cli\u003eDepreciation\u003c\/li\u003e\n\n\u003cli\u003eOperating profit\u003c\/li\u003e\n\n\u003cli\u003eFinancial income and expenses\u003c\/li\u003e\n\n\u003cli\u003eProfit before tax\u003c\/li\u003e\n\n\u003cli\u003eSeparately estimated tax on the year's profit\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\n\u003ch2\u003eImportant regarding VAT and tax\u003c\/h2\u003e\n\n\u003cp\u003eVerksamt.se states its operating budget excluding VAT. The package is therefore built for a consistent cost and revenue base, normally excluding deductible VAT. No VAT rate or income tax rate is pre-programmed. Business form, tax adjustments, and current rules must be assessed separately.\u003c\/p\u003e\n\n\u003cp\u003eThe Swedish Tax Agency distinguishes between income and accrued revenue. The operating budget should therefore not be treated as a cash budget. Actual accounting must follow applicable accounting rules and generally accepted accounting principles.\u003c\/p\u003e\n\n\n\u003ch2\u003eSuitable for, among others\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eLimited companies, sole traders, consultancy firms, service companies, e-commerce, retail, associations, project-based operations, and other organizations that want to gain better control over profitability and budget variances.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eCan I use the template even if I don't have a calendar year?\u003c\/h3\u003e\n\n\u003cp\u003eYes. The Excel tool is set up for 12 months. You can adapt the period and headings according to your company's financial year.\u003c\/p\u003e\n\n\u003ch3\u003eIs budget vs. actual included?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Budget and actual results are on separate sheets with the same profit rows.\u003c\/p\u003e\n\n\u003ch3\u003eIs there a full-year forecast?\u003c\/h3\u003e\n\n\u003cli\u003eYes. The tool combines closed actual months with a forecast for the remaining months and flags if the forecast is incomplete.\u003c\/li\u003e\n\n\u003ch3\u003eDoes Excel automatically calculate Swedish corporate tax?\u003c\/h3\u003e\n\n\u003cp\u003eNo. No general tax rate is hardcoded. Tax is only entered after separate calculation and assessment.\u003c\/p\u003e\n\n\u003ch3\u003eIs this accounting software?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The product is an internal budget and tracking tool and does not replace accounting, annual reports, tax returns, or professional advice.\u003c\/p\u003e\n\n\n\u003ch2\u003eFormat and delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e DOCX, PDF and XLSX. \u003cstrong\u003eLanguage:\u003c\/strong\u003e Swedish + English. \u003cstrong\u003eVersion:\u003c\/strong\u003e 1.0. \u003cstrong\u003eReviewed:\u003c\/strong\u003e 2026-10-07.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eSources:\u003c\/strong\u003e Verksamt.se – Operating budget and the Swedish Tax Agency's legal guidelines regarding accounting and income taxation, revenue recognition, and income taxes.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55641791365462,"sku":"RESULTATBUDGET-2026-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_resultatbudget_2026_2027_hero.png?v=1791411167","url":"https:\/\/mallbutiken.se\/en\/products\/resultatbudget-resultatprognos-excel-2026-2027","provider":"Mallbutiken","version":"1.0","type":"link"}