What financial information will I need for my business plan?


You don’t have to enter any financial information to create a business plan (especially if you are creating a plan for a business that’s not yet active), but the more information you can provide about your business, the better the Business Plan Tool can generate detailed financial statements for your business plan that potential investors may be interested in seeing. You can add data about your starting balances, including fixed assets and liabilities, details of any existing loans or lines of credit, sales forecasts and sales tax information, running costs such as employee expenses and income tax, and details of any expected future funding.