Step 1: Identify cost that is not a "must" spend for right now but need to plan for it (e.g.

trademark) - highlight the planned cost cell in the Orange color.

Step 2: Identify how often the cost occur. If it is a re-occurring cost: total cost = cost per month X numbers of months (e.g. subscribe a research tool for 5 months).
Step 3: Enter the planned cost in the month it may become a real expense.
Step 4: Total cost highlighted in Green color (Row 14, baseline cost): need to deduct the planned costs from the cost summary in Orange color (Row 15, with planned costs).

Still need help? Check out Sourcing Warrior FBA Budge Example.
Cost Categories Cost Occurrence Period 1: PD Research Period 2: 1st PO Period 3: Product Launch Period 4: 2nd PO
Product Research Tools List (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Helium 10 (exclusive 50% discount) $ - $ - $ - $ -
Jungle Scout (exclusive 30% discount) $ - $ - $ - $ -
Viral Launch (exclusive 15% discount) $ - $ - $ - $ -
Other Research Tool $ - $ - $ - $ -
Other Research Tool $ - $ - $ - $ -
FBA Course $ - $ - $ - $ -
Sourcing Course $ - $ - $ - $ -
Sub Total (baseline costs) $ - $ - $ - $ -
Sub Total (with planned costs) $ - $ - $ - $ -

ID Your Product & Company (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Logo $ - $ - $ - $ -
LLC Registration $ - $ - $ - $ -
Web domain $ - $ - $ - $ -
G-Suite $ - $ - $ - $ -
Trademark $ - $ - $ - $ -
Customize Packaging Design $ - $ - $ - $ -
Product Photography $ - $ - $ - $ -
Barcode (GS1) $ - $ - $ - $ -
Sub Total (baseline costs) $ - $ - $ - $ -
Sub Total (with planned costs) $ - $ - $ - $ -

Purchase Commitment (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Purchase Sample $ - $ - $ - $ -
Factory Audit $ - $ - $ - $ -
Purchase Material $ - $ - $ - $ -
Purchase Packaging $ - $ - $ - $ -
Purchase Tooling $ - $ - $ - $ -
Inspection $ - $ - $ - $ -
Shipping (incl. custom bond) $ - $ - $ - $ -
Sub Total (baseline costs) $ - $ - $ - $ -
Sub Total (with planned costs) $ - $ - $ - $ -

Product Launch (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Amazon Account $ - $ - $ -
Give-Always (10 X 7 Days) $ - $ - $ -
PPC Plan PPC spend as a % of sales $ - $ - $ -
Sub Total (baseline costs) $ - $ - $ - $ -
Sub Total (with planned costs) $ - $ - $ - $ -

SUMMARY COST TOTAL BY PERIOD Month 1-5 Month 6-8 Month 9 Month 10
Total (baseline costs) $ - $ - $ - $ -

Total (with planned costs) $ - $ - $ - $ -

My Amazon FBA Business - Budget Options

BUDGET OPTION 1 BASELINE COSTS ONLY BUDGET OPTION 2 WITH PLANNED COSTS

Start Funding Need Before Launch $ - Start Funding Need Before Launch $ -

Continue Funding Need After Launch $ - Continue Funding Need After Launch $ -

TOTAL Budget #1 $ - TOTAL Budget #2 $ -

 Cost Categories Cost Occurrence Period 1: PD Research Period 2: 1st PO Period 3: Product Launch Period 4: 2nd PO

Product Research Tools List (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Helium 10 Monthly $ 415.00 $ - $ - $ -
Jungle Scout no $ - $ - $ - $ -
Viral Launch no $ - $ - $ - $ -
FBA Course no $ - $ - $ - $ -
Sourcing Warrior Quote Master© One time $ 67.00 $ - $ - $ -
Sub Total (baseline costs) $ 415.00 $ - $ - $ -
Sub Total (with planned costs) $ 482.00 $ - $ - $ -

ID Your Product & Company (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Logo One time $ 15.00 $ - $ - $ -
LLC Registration One time (renew 2nd year) $ - $ 450.00 $ - $ -
Web domain $12/Annual $ 12.00 $ - $ - $ -
G-Suite $6/mth $ 30.00 $ 18.00 $ 6.00 $ 6.00
Trademark One time (10 yr) $ - $ - $ - $ 500.00
Customize Packaging Design One time $ - $ 35.00 $ - $ -
Product Photography One time $ - $ 200.00 $ - $ -
Barcode (GS1) One time $ - $ 250.00 $ -
Sub Total (baseline costs) $ 57.00 $ 918.00 $ 6.00 $ 6.00
Sub Total (with planned costs) $ 57.00 $ 953.00 $ 6.00 $ 506.00

Purchase Commitment (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Purchase Sample One time $ 150.00 $ - $ - $ -
Factory Audit One time $ - $ 200.00 $ - $ -
Purchase Material $ - $ 1,625.00 $ - $ 3,250.00
Purchase Packaging $ - $ 400.00 $ - $ -
Purchase Tooling One time $ - $ 1,000.00 $ - $ -
Inspection Per shipment $ - $ 250.00 $ - $ 250.00
Shipping (incl. custom bond) $ - $ 1,400.00 $ - $ 1,800.00
Sub Total (baseline costs) $ 150.00 $ 3,475.00 $ - $ 5,300.00
Sub Total (with planned costs) $ 150.00 $ 4,875.00 $ - $ 5,300.00

Product Launch (Enter: Monthly/Annual/One Time) Month 1-5 Month 6-8 Month 9 Month 10
Amazon Account One time $ - $ 39.99 $ 39.99
Give-Always (10 X 7 Days) One time $ - $ - $ -
PPC % of sales $ - $ 296.57 $ 689.70
Sub Total (baseline costs) $ - $ - $ 39.99 $ 39.99
Sub Total (with planned costs) $ - $ - $ 336.56 $ 729.69

SUMMARY COST TOTAL BY PERIOD Month 1-5 Month 6-8 Month 9 Month 10
Total (baseline costs) $ 622.00 $ 4,393.00 $ 45.99 $ 5,345.99

Total (with planned costs) $ 689.00 $ 5,828.00 $ 342.56 $ 6,535.69

My Amazon FBA Business - Budget Options

BUDGET OPTION 1 BASELINE COSTS ONLY BUDGET OPTION 2 WITH PLANNED COSTS

Start Funding Before Launch $ 5,060.99 Start Funding Before Launch $ 6,859.56

Continue Funding After Launch $ 5,345.99 Continue Funding After Launch $ 6,535.69

TOTAL Budget #1 $ 10,406.98 TOTAL Budget #2 $ 13,395.25