Farm Business & Financial Management
Farm Quarterly Financial Review Worksheet
A worksheet for a quarterly review of farm finances, comparing results with budget and noting changes to make. Helps owners stay ahead of problems. Fill it in by hand or on screen and file it when finished.
WorksheetFarm Business & Financial ManagementFree PDF
What you fill in
- Quarter being reviewed
- Income for the quarter
- Expenses for the quarter
- Cash position and loan balances
- Comparison to budget
- Production and price changes
- Problems found in the review
- Actions to take
- Date of next review
How to use this worksheet
Take the sheet along to the field, shop or office. The blank lines are there so you can write down what you actually see and use.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with eXtension and USDA Economic Research Service.
For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including Farm Cat Rejects Performance Review, Deposits Dead Mouse on Supervisor’s Desk, and agribusiness farm stories.