A clear 12-month budget – and a simple way to track the year against it
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A budget is your plan for the year in numbers: what you expect to sell, what it will cost to deliver, what you'll spend on staff and running costs, and the profit that should be left at the end. This Lite edition builds that budget month by month from a few simple inputs, then lets you type in your actual figures as the year goes on so you can see – line by line, with green, amber and red traffic lights – whether you're on track.
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, income lines and the direct costs that go with them. What you do: fill in the income lines and check the patterns.
Step 2
Up to 8 people and the monthly payroll cost including employer NI and pension. What you do: one line per person.
Step 3
Up to 25 running costs and when they're paid. What you do: one line per cost.
Step 4
The monthly budget: income, direct costs, gross profit, payroll and overheads by category, net profit, cumulative profit, corporation tax and key percentages. What you do: nothing – calculated.
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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