Annual Budget Report Template
The annual budget report makes it easy to detail your company’s finances for investors, donors, boards and other important stakeholders. Loop in your finance team and managers to create an effective, ongoing budgeting strategy on the budget report template.
- Create visually-rich annual and monthly budget reports. Add links, articles, sheets and more.
- Quickly generate an accurate and reliable overview of your organization’s budgeted and actual expenses and cash flow.
- Assess key financial, operating, and competitive metrics.
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Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 63,602 changemakers.
The annual budget report makes it easy to detail your company’s finances for investors, donors, boards and other important stakeholders. Loop in your finance team and managers to create an effective, ongoing budgeting strategy on the budget report template.
- Create visually-rich annual and monthly budget reports. Add links, articles, sheets and more.
- Quickly generate an accurate and reliable overview of your organization’s budgeted and actual expenses and cash flow.
- Assess key financial, operating, and competitive metrics.
Paperless documents
How to create an annual budget report with Xtensio
- Click and start editing, no account or credit card required.
Follow along with the instructional budget report template details. Add charts, graphs, images, and videos to customize the budget report and make it your own. Drag & drop. Resize. It’s the easiest editor ever.
- Customize everything in the budget report template to match your brand.
Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your budget reports and more.
- Work on the budget template together on the cloud.
Add colleagues (or clients) to collaborate on the free budget template. Changes automatically save and sync across all devices, in real-time.
- Share a link. Present a slideshow. Embed. Download a PDF/PNG.
The annual budget report template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.
- Reuse and repurpose.
Save your own custom budget templates. Or copy and merge into other documents.
What is included in a budget report?
The budget report template helps you document and record your financial data throughout the year. We recommend updating this on a monthly or quarterly basis to get a regular overview of how your company’s finances are doing and to make it easier to complete at the end of the year. Include the following in your budget reports:
- Revenue and profit overview.
- Profit before taxes.
- Monthly operating expense overview.
- Cost of goods and services.
- Quarterly and annual income statement.
- Additional call-outs, questions and comments.
How do you write a budget report?
While you can create a budget report in Microsoft Word, Microsoft Excel, or Google, Xtensio’s living report template makes it simple to keep internal colleagues and executives, as well as external investors and key stakeholders, up to date on your budgeting strategy and reporting throughout the year. Everyone always seems to be on the same page.
- Include key metrics on annual cash flow, expenses, income statement and net profit.
- Use charts and graphs to visualize the data and include a table to detail the quarterly numbers.
- Close the report by giving credit to employees, partners, clients and investors. Tell them how much their support and dedication has helped your company reach this year’s goals.
More templates related to the budget report
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The annual or monthly budget report makes it easy to keep detail your company’s finances for investors, donors, boards and other important stakeholders.
You should include your company’s annual revenue, expenses and net profit. Use charts and graphs to visualize the data and include a table to detail the quarterly numbers.
The living budget report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.
Yes! You can invite as many people as you’d like to collaborate on your budget templates. As a platform, Xtensio helps improve the way your team works.
Choose the report template details file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.
We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Investor Relations toolbox and our Strategy toolbox to find more tools and resources.
