
Why is a Cash Forecast important?Įven if you decide not to proceed with a Start Up Loan application straight away the cash flow forecast template is an essential business document for helping you keep on top of your finances. Please note, the downloadable template should open on any device with a document viewer and editor but for the best user experience, we recommend editing this template on a desktop. Another benefit of using our template is that it includes all of the right information that our Loan Assessment team requires from you to make a fair and informed lending decision. However, if you are starting from scratch, we recommend using our template because it is designed to make it as simple as possible for you to complete. Remember, you don’t have to use our cash flow forecast template – particularly if you have already created a Cash Forecast. The file also includes a Business Plan template, which is required for your application. These two templates are automatically linked together to reflect where any shortfall in your personal budgeting may need to be made up by drawings from your business. For your ease, this file includes a blank Personal Survival Budget template, which you must also submit with your application. This file includes a separate tab with guidance on how to use the cash flow forecast template, as well as some useful hover-over tips and messages on the template itself to support you as you work through.
