Skip to content
myFundingPlannerbusiness plan

FROM BUSINESS IDEA TO A CLEAR PLAN

Your business story.
Your numbers.
One clear plan.

Write your business plan, understand what you need to take home, and see how your cash could change month by month. Bring it all together for your next funding conversation.

Start with what you know. Save a draft. Refine it as you go.

See how the pieces connectIllustrative example

Your next business

Business plan + financial forecast

Personal survival budget

Household expenses
£1,800
Other household income
− £600
Needed from your business
£1,200

Automatically included in every forecast month

Sales receipts£4,000
Business expenses− £1,500
Founder drawings− £1,200
Net cash this month+ £1,300

EVERY PART OF YOUR PLAN, CONNECTED

From a blank page to a business you can explain.

01

Tell your business story

Work through your offer, customers, market, operations, funding needs and risks. Use headings, lists and rich text to make your plan easy to read.

Guided sections · Save drafts

02

Know what you need to take home

Add your household expenses and income outside the business. Your survival budget calculates the monthly shortfall and includes it as founder drawings in your forecasts.

One personal budget · Linked to your plans

03

Build a forecast you can adjust

Add sales, business expenses, loan receipts and repayments. Repeat amounts or apply monthly percentage increases, then edit individual months whenever you need to.

1, 2, 3 or 5 years · Monthly and yearly views

04

Bring it together in a PDF

Preview your business narrative and financial projections together. Download the full loan package or separate reports, with the level of monthly detail you need.

Business plan · Cashflow · Survival budget

START SMALL. KEEP BUILDING.

You don’t need every answer to begin.

Start with your sales and expenses or write your business story first. Move between sections as your idea takes shape.

  1. STEP 1

    Create your workspace

    Sign in and start a plan. Keep separate plans for different business ideas in your own dashboard.

  2. STEP 2

    Add your story and numbers

    Use the guided forms, common expense items and editable forecasts. Save your work and come back to it.

  3. STEP 3

    Review and export

    Check cash balances, yearly summaries and any missing sections, then download a PDF for your next conversation.

A few things you might be wondering.

Do I need a finished business idea?

No. You can create a draft without completing every field. Start with the details you know and fill in the rest as you go.

Can I change amounts after repeating them?

Yes. Repeating an amount or applying percentage growth fills the forecast for you. Every month remains editable, so you can account for seasonal sales or one-off expenses.

How does my survival budget affect the forecast?

Essential household spending minus other household income gives the amount you need from the business, with a minimum of zero. That amount is included as founder drawings in every forecast month.

What if I need three years monthly and five years yearly?

Choose a five-year forecast and three years of monthly detail for the PDF. Yearly summaries cover the full five-year period.

Give your next idea a clear starting point.

Your business plan, personal budget and cashflow forecast, in one place.

Start your business plan