Table of Contents
- Build a Capital Expenditure Budget – Step-by-Step Instructions
- Capital Expenditure Budget Templates & Examples
- Sample Expenditure Budget Template
- Capital Expenditure Budget Template
- Expenditure Budget Template
- Expenses Tracking Template
- Budget Proposal Template
- Venture Investment Proposal Template
- One Page Business Proposal Template
- Free Blank Budget Timeline Template
- THECB Capital Expenditure Plans
- Detailed Capital Budget Request Form
- FAQs
How to Make/Create a Capital Expenditure Budget [Templates + Examples] 2023
A capital expenditure budget is the money allocated by an organization that is to be used to improve company assets. Organizations often brainstorm to create plans that will help them determine what assets need to be improved or fixed and how much should it cost.
Build a Capital Expenditure Budget – Step-by-Step Instructions
Company assets that need to improve or be fixed in yearly if not monthly include property, plants, technology, buildings, equipment, and other infrastructures. And improvement requires funds, thus it is the organization’s initiative to acquire and allocate money that can help the company grow and expand its business.
Step 1: Evaluation
Begin with evaluating what needs to be improved, repaired, or basically what assets you need to include in the capital expenditure (CapEx). Evaluate what is deemed as potential, however always consider its financial and logistics aspects.
Step 2: Estimate the Cost and the Benefits
Another important aspect to consider is the costs and the benefits. For example, upgrading new software may cost but it can considerably help the business expand. So weigh in the cost and determine its benefits to help you prepare a CapEx budget.
Step 3: Think of the Alternatives
It is good to be prepared beforehand, thus if one thing does not work out you have ready alternatives in place. For example, if repairing old equipment is more costly than buying a new one, then the better alternative is to purchase a new one instead.
Step 4: Look for a Template
After brainstorming, it’s time to jot all these plans into writing. To do that, visit Template.net and look for a capital expenditure budget template.
Step 5: Select a File Format
Before you can download the template, make sure to select a file format. These are the programs or applications that you can use to edit and customize the template. Since you will be dealing with a lot of numbers it is best to use an application where you can edit the numbers or add tables with ease.
Step 6: Open the File
After you have downloaded the template, open the file and begin editing.
Step 7: Add a Header
A CapEx budget may be presented to top management and other stakeholders so it is important to label the document properly. So make sure to add the header on top of the document and the font size should be slightly larger than the rest.
Step 8: Create a Column for the Expenditure List
Create a column where you can list down all the company’s expenditures or assets. Since this is a pre-designed template, you have the option to add more rows to accommodate everything on your list. May want to add other rows for the total amount of investments, cash flow, and other necessary details.
Step 9: Annual Cash Flow
Create a column for each year as you will need to jot down the projected amount or cost in these sections.
Step 10: Total Amount
On the lower portion add a row for the total in which you can add a formula to enable you to perform your desired calculations.
Step 11: Added Details
You have the option to add a chart or any information that will help explain the document better to its target readers.
Step 12: Print or Save
After you have finished preparing the document, you have the option to print or save the document in case you need to edit the file.
Capital Expenditure Budget Templates & Examples
Creating a capital expenditure budget can be complicated and time-consuming. Below are various capital expenditure budget templates to assist you with their layout and designs.
Sample Expenditure Budget Template
This sample expenditure budget template should be able to help you prepare this budgeting document with is prepped with all the necessary information. Feel free to edit and add any necessary information to complete the document.
Capital Expenditure Budget Template
This Capital Expenditure Budget Template is a ready-made template for those who are eager to initiate their capital expenditure budgeting in the shortest possible time. It is available in diverse formats allowing the visionary the flexibility he/she badly needs. Download this template to start fulfilling that vision!
Expenditure Budget Template
If a specific Capital Expenditure Budget Template is not of value as it is too particular, maybe this Expenditure Budget Template would be appreciated as it not only includes the capital budgeting but it also covers, the operational budgeting. This format comprises the overall budget of the company making budgeting a breeze.
Expenses Tracking Template
The Expenses Tracking Template is a simple format reporting the ins and outs of a company’s cash flow, and it is available in Google Docs, Google Sheets, Excel, etc. It’s user-friendly and simply perfect for those young enterprises with great potential.
Budget Proposal Template
The stakeholders are usually the devils of ambitious projects. A lot of times, people dread the sight of them, but this Budget Proposal Template (shown above) is just the answer. It was designed to be compelling as possible for the investors so that those visionary programs might see the daylight.
Venture Investment Proposal Template
Apart from the capital budgeting that should be included more or less within the annual budget, a venture when it comes to the future of the company could sometimes arise, which is technically unbounded by the commissioned financial designation. In such an instance, this Venture Investment Proposal Template should suffice the need. A high-quality template is made for the first impressions. This format is designed professionally and written formally, catering to the needs of the business-minded.
One Page Business Proposal Template
If simplicity is desired, this One Page Business Proposal Template is a guaranteed addition on the visionary’s repertoire. It’s concise and straightforward, giving the reader more time to consider its possibility. Download this for a swifter and more convenient proposal writing process
Free Blank Budget Timeline Template
For the visual types, this should be the perfect illustrator. This Free Blank Budget Timeline Template allows the planner to see the project beyond the point of its annual milestones. It is a worthwhile timetable that sets the mood past the confinements of seasons or years.
THECB Capital Expenditure Plans
www.thecb.state.tx.usThis is a beautiful example of what a capital expenditure budget should look like, the THECB Capital Expenditure Plans for the fiscal years 2012-2016 show how a plan should look like, complete with all the details. This sample presents the Texas Higher Education Coordinating Board (THECB)’s programs over the years and how they happened with all the justifications needed.
Detailed Capital Budget Request Form
www.luc.eduThis sample report form is from Loyola University Chicago. It’s called the Detailed Capital Budget Request Form. As the name suggests, this form is specific. This is a creative approach of the University towards its Capital Budgeting, allowing people the flexibility of handing out their proposals without the technical restrictions of budget-setting.
FAQs
What should you include in capital expenditure?
This should include assets, anything related to business acquisition, and upgrades.
What is the purpose of capital expenditures?
Capital expenditures are the money or funds spent on improving or upgrading an organization’s assets.
Where do I find a capital expenditure budget template?
Head over to Template.net and look for a capital expenditure budget template or anything similar.
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