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Finance

Annual Budget Planner

Plan yearly spend by category and see net profit projection.

Revenue

$

Budget lines

50.0% of total
$20,000 / mo
5.0% of total
$2,000 / mo
18.8% of total
$7,500 / mo
12.5% of total
$5,000 / mo
6.3% of total
$2,500 / mo
7.5% of total
$3,000 / mo
Total annual budget
$480,000
Monthly budget
$40,000
Projected net profit
$120,000
Net margin
20.0%

About this tool

Enter projected annual revenue and add budget lines (payroll, tools, marketing, sales, ops, etc.). Get total budget, monthly burn, projected net profit, and net margin — all editable in one place.

What it does

  • Custom budget lines
  • Monthly & annual view
  • % of total per line
  • Net profit projection

Use cases

  • Startup annual planning
  • Department budgets
  • Board approval

FAQ

How detailed should budget lines be?

Start with 6–10 categories: payroll, software, marketing, sales, ops, contractors. Split further only when a line exceeds 15% of total.

Should I include taxes?

Yes — add a 'Taxes & fees' line based on your expected effective tax rate on net income.