Build a budget by revenue and expense line, fill in monthly allocations, then drop in actuals as the year unfolds. The tool computes variance per line, flags off-budget items in a watchlist, and shows net-by-period across 12 months.
01 — What you create
Build the budget line by line, allocate it across 12 months, drop in actuals as the year unfolds. The tool computes variance per line and per group, flags off-budget items, and shows net by period.
BUDGET PLANNING SHEET
Budget Plan — FY 2026/27
Sonchoy Studio Pvt Ltd · Annual · 12 monthly periods
INCOME
INR 4.38Cr
EXPENSE
INR 2.86Cr
NET BUDGET
INR 1.52Cr
LINES
13
BUDGET vs ACTUAL
+ watchlist, 12-month per-period grid, status dashboard in the full PDF
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02 — How it works
A budget that sits in a spreadsheet nobody reopens isn’t a budget — it’s a guess. This tool is built to be reopened every month: drop in the new actuals, regenerate the PDF, send to the board. The variance watchlist tells you what to talk about.
Per line: name, type (revenue / COGS / opex / capex / tax), annual budget, per-period allocation. Group subtotals roll up automatically.
Type the actuals into the same row as you close each month. Variance, percentage, and status flag (on track / under / over) compute live.
PDF: summary cards, status dashboard, grouped table with subtotals, watchlist, per-period grid, notes. XLSX: Summary, Lines, Watchlist, Per-period.
03 — Built for forward planning
Revenue, cost of revenue, operating expense, capital expense, tax / other. Subtotals per group; gross profit, operating profit, and net all compute.
Per line: on track (±5%), under/above budget (good direction), over/below budget (bad direction). Revenue and expense conventions handled separately.
Off-budget lines ranked by absolute variance. The block your finance lead opens first — surfaces what to investigate.
Allocate annual budget across months / quarters / weeks. The tool sums per-period across all lines for a net-by-period view.
Annual budget, quarterly forecast, project budget, department budget, rolling 12-month forecast. Same engine, different framing.
PDF: summary cards + status dashboard + grouped table + watchlist + per-period grid + notes. XLSX: Summary, Lines, Watchlist, Per-period.
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04 — Common questions
The Monthly Summary reports actuals for one month with optional comparison to a prior month or budget. The Budget Planning Sheet is the budget itself — the forward-looking plan, with all 12 months allocated and actuals tracked against it as they come in. Use this to plan; use the Summary to report.
The Expense Breakdown is historical — actual spend split into categories with MoM trend. Budget Planning is forward-looking — what you plan to spend / earn, then tracked against actuals. Different orientation; complementary tools.
Within ±5% of budget → "On track". Otherwise: for revenue, above-budget is good (green) and below-budget is bad (red); for expenses, the opposite — under-budget is good, over-budget is bad. The tool handles the convention automatically per line type.
Usually yes — it's how budgets work. But the tool doesn't enforce it; you can have monthly allocations that don't add up to the annual figure if you're modelling a part-year project or a goal that exceeds the booked annual figure.
Not in a single sheet — each report is one budget. For multiple budgets (e.g. base case + stretch case, or per-department), generate separate reports with different references and titles, then compare the XLSX exports side-by-side.
PDF (summary cards, status dashboard, grouped budget vs actual table with subtotals and group headers, variance watchlist, per-period grid, notes — auto-paginated) and XLSX (3–4 sheets: Summary, Lines, Watchlist, Per-period — all numeric).