The Budget Planner

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.

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Strategic Planning that doesn’t break the Budget.

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.

Don’t take our word for it

Here’s what our customers think

From under 100 pupils to over 16,000 pupils our customers range from infant schools to large multi-academy trusts and come from within every Local Authority.rnrnOur easy to digest reports are also straightforward to complete, however, should you ever need it our customer support service is included in every report package to help you along the way.

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Ready to get started?

Order online now or call us on 0161 266 1028, for orders of more than one school please contact us to discuss your requirements further.