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Creates departmental and project budgets with variance tracking. Provides startup-specific budget templates and burn rate management frameworks.
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Based on SOC occupation classification
| name | budget-planner |
| description | Creates departmental and project budgets with variance tracking. Provides startup-specific budget templates and burn rate management frameworks. |
| metadata | {"version":"1.0.0","category":"operations","domain":"finance"} |
| triggers | ["budget","예산","expense plan","burn rate"] |
Creates structured budgets that prevent "where did the money go?" moments. Budget early, review monthly, survive longer.
| Trigger | Behavior |
|---|---|
| Quarterly/annual planning | Full budget template |
| Post-fundraise | Use of funds allocation |
| Monthly review | Budget vs actual comparison |
# Budget — [Quarter/Year]
## Revenue Forecast
| Month | MRR | Other | Total Revenue |
|-------|-----|-------|--------------|
| [M1] | $[N] | $[N] | $[N] |
| [M2] | $[N] | $[N] | $[N] |
| [M3] | $[N] | $[N] | $[N] |
## Expenses by Category
| Category | Monthly Budget | % of Total | Notes |
|----------|---------------|-----------|-------|
| **People** | $[N] | [N]% | [N] FTEs |
| **Infrastructure** | $[N] | [N]% | Cloud, SaaS tools |
| **Marketing** | $[N] | [N]% | Ads, content, events |
| **Office/Admin** | $[N] | [N]% | Rent, supplies |
| **Legal/Accounting** | $[N] | [N]% | Lawyers, accountants |
| **Misc/Buffer** | $[N] | 10% | Always keep 10% buffer |
| **Total** | **$[N]** | **100%** | |
## Use of Funds (Post-Raise)
| Category | Allocation | Duration |
|----------|-----------|----------|
| Engineering (hiring + salaries) | 50-60% | [N] months |
| Product & Design | 15-20% | [N] months |
| Sales & Marketing | 15-20% | [N] months |
| Operations & Legal | 5-10% | [N] months |
| Buffer | 10% | Emergency reserve |
## Budget vs Actual — [Month]
| Category | Budget | Actual | Variance | Status |
|----------|--------|--------|----------|--------|
| People | $[N] | $[N] | +/-$[N] | 🟢/🔴 |
| Infra | $[N] | $[N] | +/-$[N] | 🟢/🔴 |
| Marketing | $[N] | $[N] | +/-$[N] | 🟢/🔴 |
| **Total** | **$[N]** | **$[N]** | **+/-$[N]** | |
## Commentary
- [Explanation for significant variances]
- [Actions to address overruns]
| Rule | Guideline |
|---|---|
| People costs | 60-70% of total (biggest expense) |
| Marketing | 15-25% of revenue (early stage: higher) |
| Buffer | Always keep 10% unallocated |
| Runway alert | Start worrying at 6 months remaining |
| Review cadence | Monthly review, quarterly re-forecast |
| Tool | Purpose |
|---|---|
| Write | Generate budget templates |
| Read | Reference previous budgets |
Will:
Will Not:
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