Budget Planner

The Budget Planner is the ultimate Notion template for planning, allocating, and tracking your business budget effectively. Designed for startups, small agencies, or independent entrepreneurs, it provides a structured way to forecast your income, assign spending categories, and track how well you stick to your financial plan.

Whether you’re managing a monthly operating budget or a quarterly strategic plan, this template keeps you in control and focused on your targets.

Key Features:

• Plan your income and expenses per category.
• Compare planned vs. actual amounts automatically.
• Monthly and yearly budget dashboards for quick insights.
• Category filters for marketing, operations, tools, etc.
• Pre-built formulas for simple variance calculations.

Why It’s Valuable:
Even in the free version, this system empowers you to make smart budgeting decisions and stay accountable. The Premium Business Finance OS expands this with automated forecasting, multi-department budgeting, AI-powered variance analysis, and linked dashboards to align your entire financial system.