Your Money Plan
Goals — set your Revenue Goal, Net Profit Goal and Timeline. These flow through to every other tab.
Annual Money Plan — enter each product or service, its price and the number of sales you need. Choose to calculate by Units, Revenue, or % of Goal.
Monthly FY26/27 — phase those sales across the financial year (July 2026 - June 2027) to see revenue month-by-month.
Budget View — a clean income-style grid of revenue per month and per product, ready to drop into your overall budget.
Annual Revenue Number
$
Annual Net Profit Number
$
When I will reach my Money Goal
$0
$0
-
How this works: The Revenue Goal, Net Profit Goal and Timeline you set here flow through to the Annual and Monthly tabs. Build your product mix on either tab to close the gap to your Revenue Goal.