A detailed monthly budget, built from the ground up
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A budget is your plan for the year in numbers: what you expect to sell, what it will cost you, and how much profit should be left at the end. This workbook builds that plan from the ground up – revenue stream by revenue stream, person by person and cost by cost – and turns it into a monthly profit and loss budget. It shows the months where you're likely to make a loss, how your plan compares with last year, and once the year is underway it tracks your actual results against the budget so you can spot problems early. When you're happy with it, the Export sheet lays the budget out ready to paste into an AML Management Pack.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Seasonality patterns, revenue streams and the direct costs (cost of sales) that go with them. What you do: edit the patterns and enter each stream in the yellow cells.
Step 2
Every role with monthly pay, employer NI, Employment Allowance and pension. What you do: enter one line per person or group of similar staff.
Step 3
All running costs, spread into the months they're actually paid. What you do: enter one line per cost.
Step 4
Equipment purchases with depreciation, and loans with interest and capital repayments. What you do: enter purchases and loan details.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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