Download Project report format in excel for Mudra Loan

Updated on Dec. 11, 2021, 1:21 p.m.

Project report can be generated online on banking91.com. However if you wish to make a project report using excel, you can download the format and make your own report. You can download excel format for making project report for loan from bank. Excel file contains all schedules required to prepare project report.

If you have started a new business or expending an existing business, you need to prepare project report to get financing from a bank or any other financial institution.

It is not always expending the business or starting a business that requires external financing but also working capital requirement warrants for a financial assistance.

Normally when you apply for a loan from bank, you are asked for different set of documents. I am listing few key documents that banks require you to provide them.

  1. Project Report
  2. Income Tax filing documents
  3. Financial statements
  4. Details of existing liabilities

These are the key documents that any bank will ask before sanctioning a loan.

What is a project report?

Project report is a detailed statement which lists down the upcoming costs and revenues covering quantitative and qualitative aspects of the project being considered for reporting.

This was a layman explanation and for financing purpose. Different type of project reports are prepared for different purpose.

What details should be covered in a project report for bank loan?

A project report should contain key matters such as details about project, capital requirement, utilisation of funds, expected return on investment, break even period, expected revenue and expenses over a period of time.

To be straight forward, a project report should be appealing enough to sanctioning authority to sanction your loan.

In some cases, banks do not require a details project report, instead they are happy with 2 sheets of projected profit &loss account and balance sheet.

Project report format in excel

You can download and use this format of project report for your personal use. This project report format was used by me for preparing project report for one of my client.

The client was a trading business. You can use it for any other business too, it is not limited to only trading business.

How to use downloaded excel project report format?

First download the project report for Mudra Loan format in excel file and save it on your system.

Open the downloaded excel project report file.

You will see different tabs in the file. The different tabs in file are:

  • Cover Page
  • Index
  • Project At Glance
  • Cost
  • Profit & Loss statement
  • Cash
  • Balance Sheet
  • Depreciation
  • BEP
  • Interest
  • Annexure - Debt coverage ratio
  • Annexure - Return on Investment
  • Assumptions

You need to fill the details in each sheet. Most of the formulas are automated and calculation will be done automatically.

In cover page, provide covering details.

Index has the listing of different sections of this reports.

Project at Glance tab is for details of projects and promoters.

Cost tab contains details of cost and utilization summary.

Profit and Loss statement is for revenue and expenses details for running and future periods.

Balance sheet tab is for Balance sheet.

Other tabs are self explanatory, if you have any doubt, leave a comment, I will guide on usage.

Project report for Mudra loan, Cash credit or OD, working capital

You can use this format for taking Mudra loan or availing Cash Credit (CC) or overdraft facility.

The attached project report contains many tabs but for Mudra loan you may need a simple format and for this you can remove other tabs except balance sheet and profit and loss statements.

Similarly you can use this format for taking OD and CC facilities from Banks. Mudra Loan scheme was launched by government to promote small businesses. Loans under Mudra are provided to MSME (Micro Small Medium Enterprises) units.

Comments: 6

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You can use this excel format after downloading for Mudra loan. This format is used by banks to prepare project report for granting Mudra loans. This can also be used for MSME loan.

Posted on: Dec. 4, 2021, 8:40 a.m. by Guest

If you are applying for bank loan project report is must have document. You can download this excel file for preparing project report. However preparing report on using banking91 tool is easy, but if you need to prepare report for free, you can use this excel file. This excel file contains sample project report format in excel for school, trading business, company, llp, partnership firm. New business or existing business can use it.

Posted on: Dec. 4, 2021, 1:17 p.m. by Guest

I used this excel format for applying for Mudra Loan and I got loan using this MS Excel format. This sample report is perfect for any kind of loans. Though I have accounting knowledge so I could prepare project report using this excel file, but if you are novice use banking91 tool.

Posted on: Dec. 6, 2021, 4:37 a.m. by Guest

Best format for applying Mudra Loan. Pradhan Mantri Mudra Yojna requires a project report for granting loans. You can prepare report for Mudra loan using this MS Excel file and banks will accept the report.

Posted on: Dec. 6, 2021, 4:40 a.m. by Guest

This sample project report for bank loans in excel is perfect for taking loans. Banking91 project report tool is inspired by this very excel file.

Posted on: Dec. 8, 2021, 4:10 p.m. by Pulkit Sharma

Diskcripsan may kaya dalle

Posted on: April 14, 2022, 7:42 p.m. by Bhopandra Sing