Budget Planning
Build an annual operating budget / plan - revenue, headcount, opex, and cash - from drivers, with monthly phasing. Use for annual planning, departmental budgets, or a board plan.
Install
$ agentstack add skill-m-binimran-finance-pack-budget-planning ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
budget-planning
A budget the business can be held to: driver-based, phased, and tied to the goals.
Process
- Top-down targets meet bottom-up build: reconcile leadership goals with what the drivers actually support.
- Revenue plan from drivers (pipeline, capacity, cohorts) - not a flat growth %.
- Headcount plan: roles, timing, fully-loaded cost - usually the biggest opex line; phase hires realistically.
- Opex by department/category; separate fixed vs. variable; tie to the revenue plan.
- Phasing: spread to months (seasonality, hire dates, campaign timing) - not 1/12 flat.
- Cash & runway: the cash impact and, for startups, burn/runway.
- Set up variance tracking so actuals can be compared later (
variance-analysis).
Output
- The budget (revenue, headcount, opex, EBITDA, cash) by month, with the driver assumptions and the
top-down/bottom-up reconciliation - all labeled as a plan/estimate.
Guardrails
- Plan figures are estimates with assumptions (
projections-assumptions); base on sourced historicals. - Realistic phasing + capacity checks (
methodology); internal data stays confidential.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: m-binimran
- Source: m-binimran/finance-pack
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.