Annual Budget Report Template

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

Nope. Xtensio is a web browser-based platform.

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

An Xtensio folio is a unique online page editor. A living document. It’s a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all in one. Folios are responsive, collaborative, and completely customizable. Start with an instructional template or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Xtensio folios are the next generation of flexible documents and presentations.

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Yes. You can try out Xtensio’s simple editor and any template, including the simple budget report template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. 

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view project stats to stay updated on all of your projects. Here’s more about our premium plans.

The annual or monthly budget report makes it easy to keep detail your company’s finances for investors, donors, boards and other important stakeholders.

You should include your company’s annual revenue, expenses and net profit. Use charts and graphs to visualize the data and include a table to detail the quarterly numbers.

The living budget report template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Yes! You can invite as many people as you’d like to collaborate on your budget templates. As a platform, Xtensio helps improve the way your team works. 

Choose the report template details file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Investor Relations toolbox and our Strategy toolbox to find more tools and resources.