Budget Plan

Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word,
PDF and HTML documents, that cover a number of financial, accounting and sales functions. These are
invaluable small business tools.
Also included Free are:
- business plan tools, including spreadsheets and excellent instructions
- Excel functions glossary and guide;
- free training courses for most Microsoft Office applications. These guides are in PDF format and rival
commercial books!
- comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms;
- suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation;
- Altman Z-Score (covering publicly and privately held firms, and small businesses);
- and payroll analysis.
If you are involved in financial analysis at any level, or want to learn more about MS Excel and other applications
in the Office suite this site is invaluable.
Copyright, 2010, Jaxworks, All Rights Reserved.
BUSINESS BUDGET
Month/Year:
SUMMARY
Total income
Total expenses
Income less expenses:
INCOME DETAILS
Sales
BUDGETED
OVER BUDGET
########## 1,318,080.00
ACTUAL
114,420.00
24,850.00
89,570.00
339,760.00
314,910.00
########## 1,003,170.00
BUDGETED
OVER BUDGET
########## 1,200,000.00
ACTUAL
200,000.00
Interest earned
5,000.00
4,500.00
500.00
Fees
1,000.00
980.00
20.00
10,000.00
98,000.00
Rent
9,000.00
8,000.00
Royalties
2,500.00
2,600.00
Other
5,000.00
4,000.00
1,000.00
########## 1,318,080.00
114,420.00
Commissions
Total income:
EXPENSE DETAILS
ACTUAL
BUDGETED
Nov-13
UNDER BUDGET
UNDER BUDGET
NOTES
Increase advertising next year.
-88,000.00
1,000.00
-100.00
OVER BUDGET
UNDER BUDGET
NOTES
SELLING
Salaries and wages
Commissions
Advertising
Delivery
Shipping
246,000.00
248,000.00
-2,000.00
10,000.00
12,000.00
-2,000.00
6,000.00
8,000.00
0.00
0.00
-2,000.00 Increase Here 3%.
0.00
0.00
Travel
4,600.00
5,600.00
Other
1,000.00
1,200.00
-200.00
267,600.00
274,800.00
-7,200.00
78.76%
87.26%
Salaries and wages
12,000.00
10,000.00
Employee benefits
5,000.00
6,000.00
500.00
500.00
Total sales expenses:

Percent of total:
-1,000.00
ADMINISTRATIVE
Payroll taxes
Insurance
14,000.00
14,000.00
Loans
6,000.00
5,000.00
Office supplies
4,000.00
4,100.00
Travel & entertainment
200.00
190.00
Postage
2,000.00
-1,000.00
1,000.00
-100.00
10.00
300.00
320.00
Furnishings
0.00
0.00
Contributions
0.00
0.00
Dues
0.00
0.00
Other
0.00
0.00
42,000.00
40,110.00
12.36%
12.74%
Accounting
1,200.00
1,500.00
-300.00
Legal
5,000.00
6,000.00
-1,000.00
Total admin. expenses:

Percent of total:
-20.00
1,890.00
SERVICE & EQUIPMENT
Utilities
15,000.00
15,789.00
Telephone
5,000.00
4,800.00
200.00
Equipment purchases
3,400.00
3,000.00
400.00
560.00
600.00
0.00
0.00
30,160.00
31,689.00
0.09
0.10
Rent & maintenance

Other
Total S&E expenses:
Percent of total:
-789.00 Too high.
-40.00
-1,529.00
Copyright, 2010, JaxWorks, All Rights Reserved.
Income and Expenses

Budget Versus Actual
2,000,000.00
1,800,000.00
1,600,000.00
1,400,000.00
1,200,000.00
1,000,000.00
800,000.00
600,000.00
400,000.00
200,000.00
0.00
1
2
Income
Expense
Administrative Expenses
16,000.00
14,000.00
12,000.00
10,000.00
8,000.00
6,000.00
4,000.00
2,000.00
0.00
Salaries
Payroll
Loans
Actual
Travel
Furnish
Budgeted
Dues
Services Expenses
18,000.00
16,000.00
14,000.00
12,000.00
10,000.00
8,000.00
6,000.00
4,000.00
2,000.00
0.00
Accounting
Utilities
Actual
Equipment
Budgeted
Other
Income Details
1,600,000.00
1,400,000.00
1,200,000.00
1,000,000.00
800,000.00
600,000.00
400,000.00
200,000.00
0.00
Sales
Fees
Actual Income
Rent
Estimated Income
Other
Selling Expense Details

300,000.00
250,000.00
200,000.00
150,000.00
100,000.00
50,000.00
0.00
Salaries
Advertising
Actual
Shipping
Budgeted
Other

Budget Plan

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Budget Plan

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Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated MS Word,

Copyright, 2010, Jaxworks, All Rights Reserved.

-2,000.00 Increase Here 3%.

Salaries and wages

Total sales expenses:

Travel & entertainment

Total admin. expenses:

SERVICE & EQUIPMENT

Rent & maintenance

-789.00 Too high.

Copyright, 2010, JaxWorks, All Rights Reserved.

Income and Expenses

Copyright, 2010, JaxWorks, All Rights Reserved.

Copyright, 2010, JaxWorks, All Rights Reserved.

Copyright, 2010, JaxWorks, All Rights Reserved.

Copyright, 2010, JaxWorks, All Rights Reserved.

Selling Expense Details

Copyright, 2010, JaxWorks, All Rights Reserved.

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