The Budget Planner

A simpler way to produce your long-term budget    



The Budget Planner

Strategic Planning that doesn’t break the Budget

The Budget Planner produces all the strategic financial information you need, at a fraction of the cost and in a format that is easier to use than many online systems.

Our all-inclusive pricing includes Annual Support, Training Materials and Key Updates.

Support Included

Full telephone, email and online support provided by specialists in education financial management

Print Ready Strategic Reports

Our one-click Governor Strategic Reporting Pack provides all the key financial forecast and benchmarking data in an easy to digest format

Benchmarking Data

The Budget Planner template is pre-populated with National, LA and similar School benchmarking data based on your School and Pupil data

Flexible Reporting

Sort, filter and search budget data quickly.  Add your chart of accounts structure, payscales and budget settings

Simple Data Entry

Copy and paste budget data from spreadsheets.  Quickly manipulate inflation rates, payscales and settings

Part of The Headteacher’s Report Portal

Download your budget template from The Headteacher’s Report Online Portal.  Access the Online Support Centre and Specialist Support Team


Order The Budget Planner for just £145 including support.

We also provide economies of scale for LAs, MATs and large groups,
please email us with your requirements

Sample Budget Planner Report

Please complete the below form and we will email you a sample Budget Planner Report.

We will send you the latest sample reports and updates