💼 Business Budget Calculator

Calculate business financials and profitability

Total sales revenue

Direct costs of production

Operating costs (rent, salaries, etc.)

Interest on loans/debt

Effective tax rate percentage

How to Use This Calculator

1

Enter Revenue

Input your total sales revenue for the period you're budgeting for (monthly, quarterly, or annual).

2

Enter Cost of Goods Sold

Input direct costs of producing your goods or services (materials, direct labor, etc.). Leave as 0 for service businesses.

3

Enter Operating Expenses

Input all operating expenses including rent, salaries, utilities, marketing, and other overhead costs.

4

Enter Interest and Tax

Input interest expenses on loans and your effective tax rate percentage. Then calculate to see your complete budget.

Formula

Gross Profit:

Gross Profit = Revenue - Cost of Goods Sold

Gross Profit Margin = (Gross Profit / Revenue) × 100%

Operating Profit:

Operating Profit = Gross Profit - Operating Expenses

Operating Profit Margin = (Operating Profit / Revenue) × 100%

Net Income:

Pre-Tax Income = Operating Profit - Interest Expense

Tax = Pre-Tax Income × Tax Rate

Net Income = Pre-Tax Income - Tax

Net Profit Margin = (Net Income / Revenue) × 100%

Example: Monthly Business Budget

Revenue: $100,000, COGS: $40,000, Operating Expenses: $30,000, Interest: $2,000, Tax Rate: 25%

Gross Profit: $100,000 - $40,000 = $60,000 (60% margin)

Operating Profit: $60,000 - $30,000 = $30,000 (30% margin)

Pre-Tax Income: $30,000 - $2,000 = $28,000

Tax: $28,000 × 25% = $7,000

Net Income: $28,000 - $7,000 = $21,000 (21% margin)

About Business Budget Calculator

The Business Budget Calculator helps businesses create comprehensive budgets and financial projections. This tool calculates key financial metrics including gross profit, operating profit, net income, and profit margins, providing a complete picture of business profitability and financial health.

When to Use This Calculator

  • Budget Planning: Create annual, quarterly, or monthly business budgets
  • Financial Forecasting: Project future profitability based on expected revenue and expenses
  • Business Planning: Develop financial plans for business plans and investor presentations
  • Profitability Analysis: Analyze profit margins at different levels (gross, operating, net)
  • Scenario Planning: Model different revenue and expense scenarios
  • Financial Review: Review actual vs. budgeted performance

Why Use Our Calculator?

  • ✅ Comprehensive Analysis: Calculates complete income statement from revenue to net income
  • ✅ Profit Margins: Shows gross, operating, and net profit margins
  • ✅ Clear Breakdown: Detailed income statement summary
  • ✅ Quick Calculation: Instant budget calculations without manual computation
  • ✅ Financial Insights: Understand profitability at each level
  • ✅ Free Tool: No cost for essential business planning

Common Applications

  • Startup Planning: Create financial projections for new businesses
  • Existing Business: Budget for ongoing operations and growth
  • Investor Presentations: Present financial projections to investors
  • Loan Applications: Prepare financial budgets for loan applications

Tips for Best Results

  • Accurate Revenue: Base revenue on realistic sales projections or historical data
  • Complete Expenses: Include all expenses - don't forget less obvious costs
  • Consistent Period: Ensure all inputs are for the same time period
  • Regular Updates: Update budget as actual results come in
  • Multiple Scenarios: Create best-case, worst-case, and most-likely scenarios

Frequently Asked Questions

What's the difference between gross, operating, and net profit?

Gross profit is revenue minus cost of goods sold. Operating profit is gross profit minus operating expenses. Net profit is operating profit minus interest and taxes. Each shows profitability at different levels of expense consideration.

Should I use monthly or annual figures?

Use whatever period you're budgeting for. Just ensure all inputs (revenue, expenses, etc.) are for the same time period. You can create budgets for any period - monthly, quarterly, or annual.

What if I'm a service business with no COGS?

For service businesses, set COGS to 0. Your gross profit will equal revenue, and operating expenses will be your primary cost category.

How do I determine my effective tax rate?

Your effective tax rate is total taxes paid divided by taxable income. For estimation, use your marginal tax rate or consult with an accountant. Small businesses typically have effective rates of 15-30%.

What expenses should be included in operating expenses?

Include rent, utilities, salaries (non-direct labor), marketing, insurance, office supplies, professional services, and other overhead costs. Basically, all expenses that aren't direct costs of production.

Can I use this for multiple scenarios?

Yes! Calculate different scenarios by changing revenue or expense inputs. This helps you understand how different situations affect profitability and plan accordingly.