Budget Planning Template
Manage all your project’s financial matters more effectively with the Budget Planning Template.
Trusted by 65M+ users and leading companies
About the Budget Planning Template
The budget planning template lets you manage finances more effectively. It is designed to help you categorize and monitor your financial activities. It can be tailored to your needs and scales, ensuring you can easily monitor expenses.
The template contains the following sections:
Project description: Add relevant details about your current project, such as name, description, and other necessary information.
Project goals: Outlines the financial objectives for a specific project.
Income: It helps you document your income sources.
Fixed expenses: It details your recurring expenses.
Summary: Add any other related goals, concerns, and challenges here.
How to use the budget planning template in Miro
Using a budget planning template is easy and offers a high level of customization. Here's how to use the template:
Fill in the template fields, including project description, goals, income, fixed expenses, date and amount, and summary.
Expand the quadrants by dragging their corners if you need more categories or items.
Customize the template by adding or removing sections to suit your budgeting needs.
Enhance your template with visual aids like graphs or charts to track spending trends.
Collaborate with team members by sharing the link or sending an invitation through the tool you are using.
Why should you use a budget planning template?
Here are some of the key advantages of using a budget template:
Provides a clear overview of your finances: A budget planning template helps you understand your project's financial situation. It allows you to see how much money is coming in and going out so you can make informed decisions about the spending.
Helps you stay on top of expenses: A budget template enables you to track expenses and identify areas where you might be overspending.
Enables you to make informed financial decisions: With a budget template, you can make informed financial decisions based on real data. By tracking spending and income, you'll be better equipped to decide on any of the project’s financial matters.
Can I share the budget template with others?
You can invite team members or stakeholders to view or collaborate on the template by sharing your board link, enhancing transparency and teamwork.
Is it possible to export the data from the template?
Export your budget data to various formats, such as an image or PDF, for further analysis or reporting.
Get started with this template right now.
Product Vision
Works best for:
Product Management, Planning
The Product Vision template helps articulate a clear and compelling vision for product development. By defining goals, target markets, and success metrics, this template aligns teams around a shared vision. With sections for outlining product features, benefits, and competitive advantages, it communicates the value proposition effectively. This template serves as a guiding light for product teams, inspiring creativity and focus as they work towards bringing the product vision to life and achieving business objectives.
Multiple-Product Roadmap
Works best for:
Planning, Mapping
The Multiple Product Roadmap template empowers product managers to visualize and manage multiple product initiatives effectively. By providing a centralized view of project timelines, dependencies, and milestones, this template fosters alignment and transparency across teams. With sections for prioritizing initiatives, tracking progress, and communicating updates, it enables teams to coordinate efforts and drive collective success. This template serves as a strategic tool for planning and executing product roadmaps that align with organizational goals and drive business growth.
Technology Product Canvas Template
Works best for:
Product Management, Meetings
Originally created by Prem Sundaram, the Technology Product Canvas allows product and engineering teams to achieve alignment about their shared roadmap. The canvas combines agile methodologies with UX principles to help validate product solutions. Each team states and visualizes both product and technology goals, then discusses each stage of the roadmap explicitly. This exercise ensures the teams are in sync and everyone leaves with clear expectations and direction. By going through the process of creating a Technology Product Canvas, you can start managing alignment between the teams -- in under an hour.
Ansoff Matrix Template
Works best for:
Leadership, Operations, Strategic Planning
Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
Daily Schedule Template
Works best for:
Planning, Project Management
The Daily Schedule Template is a vital tool for managing daily routines efficiently. It helps plan and organize tasks, appointments, and priorities with great precision. Its adaptability allows users to allocate time efficiently, adjust schedules as per changing priorities, and navigate the day with ease. With this template, individuals can integrate daily activities with their broader goals, contributing meaningfully to their overall success.