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
$0
-
How this works: The Revenue Goal, Net Profit Goal and Timeline you set here flow through to the Annual and Monthly tabs. Build your product mix on either tab to close the gap to your Revenue Goal.
From Goals
From Goals
From Goals
For each row, choose how you want to calculate: by Units (# of sales), by Revenue ($ the product will generate), or by % Goal (share of your total revenue goal). The other two values are calculated automatically.
Products or Services
Calculate by
$ Price
# of Sales
$ Revenue
% of Goal
$0
$0
$0
-
From Goals
From Goals
From Goals
Product / Service
Price
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Total Qty
FY Revenue
$0
$0
$0
-
From Goals
From Goals
From Goals
Revenue by month, ready to drop into your overall budget. Figures are calculated from the Monthly FY26/27 tab.
Product / Service
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Total FY
Download Your Money Plan
Choose a format below. Your goals, product mix, monthly breakdown, and budget are all included.
Save as PDF
Creates a printable PDF of whichever tab you were last viewing. Great for sharing a snapshot with your accountant or printing for your records.
Export Money Plan to Excel
Downloads an Excel workbook with four sheets: your Goals summary, Annual product mix, Monthly breakdown, and Revenue Budget. This is your complete Money Plan as a spreadsheet.
Export Full Budget Template
Everything in the Money Plan export above, plus a complete budget template with your revenue pre-filled, Cost of Sales section, and 26 operating expense categories (Accounting, Rent, Software, Salaries, etc.) — all with working formulas. Walk away with a ready-to-use annual budget.
Export Revenue Budget Only
A simple one-sheet Excel file with just your revenue by product, by month. Useful if you want to paste it into an existing budget or share the revenue side only.
