xtensio logo

Create powerful business content together.

  • Join a Demo
  • Community
  • Help
  • Sign In
  • Start Free
  • xtensio logo
  • Solutions
        • by size

        • Enterprise
        • Small Businesses
        • Freelancers
        • by function

        • Marketing
        • Sales
        • Product Management
        • Design
        • xtensio for

        • Agencies
        • Consultancies
        • Startups
        • Incubators & Accelerators
        • Education
  • Templates
  • Integrations
  • Testimonials
  • Blog
  • Pricing
  • Help
  • Community
  • Join a Demo
  • Sign In
  • Xtensio is your team space for beautiful living documents.

    Start Free
    No account, no credit card required.
  • Blog Home
  • How-to Guides
  • Case Studies
  • Team Shares
Annual Budget Report

BONUS: Read the annual budget report how-to guide.

Annual Budget Report Template

Used 710 times | Updated February 1, 2023

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.
Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 104,816 changemakers.

Use This Template

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.
Join the 104,816 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.

BONUS: Read the annual budget report how-to guide.

Paperless documents

100s of free templates
Use professionally built guiding templates or start from scratch. Create any document or presentation – pitches, sales sheets, reports, case studies, agendas, wikis, strategy exercises…
Easy yet powerful editor
Click, drag, drop, resize, customize and edit anything. Add images, videos, tables, lists, buttons, charts. Embed web pages, maps, other presentations.
Real-time collaboration
Collaborate with team members and guests in real-time. Changes save and sync across all devices automatically.
Flexible sharing
Share folios with customized links, present full-screen digital slideshows, export PDFs and PNGs. You can even embed on your website. Your work is responsive and will look good everywhere.
Ensured brand consistency
Add your fonts and colors from your (or your clients’) website. Save your style guide to lock branding for all your team and their folios.
Chaos-free organization
Group folios according to client, asset type, approval stage, project, etc. Control access levels and track team activity with in-app notifications, stats and weekly reports.
Xtensio templates and examples
Xtensio is an easy yet powerful editor
Xtensio is a real time collaboration platform
Share work in a flexible way with Xtensio
Ensure brand consistency with Xtensio
Xtensio helps your organization scale up free of chaos
Join a Live Demo

Join a Free Live Demo

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.
Do not forget

Follow along step-by-step with the annual budget report how-to guide.

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

  • Weekly Project Status Report Template
    Preview ›
    Use Template
    Learn More
    Weekly Project Status Report
    Used 875 times
    Use Template
    Learn More
  • Usability Testing Report
    Preview ›
    Use Template
    Learn More
    Tech Company Usability Testing Report
    Used 1039 times
    Use Template
    Learn More
  • Monthly Performance Report Template
    Preview ›
    Use Template
    Learn More
    Monthly Performance Report
    Used 2962 times
    Use Template
    Learn More
  • Root Cause Analysis Examples
    Preview ›
    Use Template
    Learn More
    Startup Failure Root Cause Analysis
    Used 529 times
    Use Template
    Learn More
  • Root Cause Analysis Example
    Preview ›
    Use Template
    Learn More
    Enterprise Revenue Root Cause Analysis
    Used 527 times
    Use Template
    Learn More
  • Annual Report Template
    Preview ›
    Use Template
    Learn More
    Annual Report
    Used 2092 times
    Use Template
    Learn More
  • Usability Testing Report Fitness App
    Preview ›
    Use Template
    Learn More
    Fitness App Usability Testing Report
    Used 2323 times
    Use Template
    Learn More
  • Root Cause Analysis Template
    Preview ›
    Use Template
    Learn More
    Root Cause Analysis
    Used 1445 times
    Use Template
    Learn More
  • Weekly Team Status Report Template
    Preview ›
    Use Template
    Learn More
    Weekly Team Status Report
    Used 848 times
    Use Template
    Learn More

See how Xtensio can help your business

consulting tools
Product Management

Build and launch products and services successfully.

startup tools
Sales

Engage buyers more and close sales faster.

marketing-tools
Marketing

Create, share and manage key collateral easily.

innovation tools
Design

Deliver better experiences.

Used by the world’s top businesses.

104,816 users and counting.
Logos of top businesses that use Xtensio: Dropbox, Disney, Adobe, Google
Logos of top businesses that use Xtensio: UBER, Microsoft, Target, Amazon
Xtensio helps me simplify complex concepts and it’s visually impressive.
Testimonial from Grace
Grace Ghunaim

Founder & Chief Strategist @

Evolvex

In the past, we’ve used Asana to work together, and PowerPoint to present to stakeholders. Xtensio replaces the need for both brilliantly.
Testimonial from David
David Nason

CEO/Founder @

Hirebrain

The team templates approach has been really helpful in facilitating collaboration between more design-savvy users and expert content creators.
Testimonial from Jeff
Jeff Schenck

Marketing Manager @

Linedata

The need for this goes beyond startups and can be used by any scrum or agile team.
Testimonial from Ryan
Ryan Dobson

Global Engineering Manager @

Motorola

Xtensio is the perfect tool to present your business.
Testimonial from Arthur
Arthur van de Graaf

Founder @

Get a Crowd

Xtensio is a must have tool for startups, UI/UX and Product Management professionals.
Testimonial from Apurva
Apurva Pathak

Technical Product Manager @

Verizon Communications

Xtensio is a huge timesaver for me! I can focus on the important things; what to communicate in documents and presentations, not how to make them attractive.
Testimonial from Jenny
Jenny Johansson

UX Manager @

Visma

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.
Testimonial from Zac
Zac Heisey

Director of Digital Marketing @

Trailblazer360

Xtensio provides some great templates to bring together all the elements I need to successfully develop my marketing campaign briefs.
Testimonial from Apurva
Zac Heisey

Marketing Manager @

Engineering Education Australia

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What’s a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.
Start from an instructional template, editable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word?

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.
You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create a free budget report template?

Yes. You can try out Xtensio’s simple editor and any template, including the simple budget report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.
You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use budget templates for?

The annual or monthly budget report makes it easy to keep detail your company’s finances for investors, donors, boards and other important stakeholders.

What should be included in the budget report?

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.

What is a living document?

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.

Can I add colleagues to edit the budget template?

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.

How do I share my budget report?

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.

Do you have other tools for investor relations?

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.

Xtensio is your team space for beautiful living documents. Create, manage and share business collateral, easily.

Start Free
104,816 users and counting…

Footer

Xtensio
  • Join a Demo

Platform

  • Templates
  • How-to Guides
  • Testimonials
  • Pricing
  • Status
  • Community Forum
  • Help Center

Solutions

  • by Size
  • Enterprise
  • Small Businesses
  • Freelancers
  • by function
  • Marketing
  • Sales
  • Product Management
  • Design
  • xtensio for
  • Agencies
  • Consultancies
  • Startups
  • Incubators & Accelerators
  • Education

Company

  • About
  • Partnerships
  • Affiliate Program
  • Directory
  • Mentions
  • Press
  • Trust
  • Careers
  • Blog
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Made with Love | Xtensio around the world | Terms | Privacy | Cookies | © 2023 Xtensio, Inc.

  • Blog Home
  • How-to Guides
  • Case Studies
  • Team Shares