Understand your business finances in minutes – without complicated spreadsheets. Build your annual budget, see your cash flow and compare scenarios.
What it is
An interactive budgeting tool for sole traders, freelancers and small businesses. Create an annual budget for income and costs, see your profit and cash flow month by month, compare "what if" scenarios, and export a finished report as a PDF or Excel file. Everything is saved in My account. No bookkeeping knowledge or spreadsheet formulas required.
Who it’s for
This product is for businesses.
What’s included
- Opens in My Account — not a downloadable file
- Annual budget for income and costs, month by month
- Results and cash flow — calculated automatically from your budget
- Compare multiple 'what-if' scenarios against your budget
- Clear, plain-language insights — what the numbers actually mean
- Export as PDF, Excel or print
- Get started instantly with a filled-in example budget if you want
- Free to use
How it works
- Fill in your budget
- See results & cash flow
- Compare scenarios
- Export