Financial projections for your bank or lender
Reporting · Bank-ready next-year plan
Applying for a loan or overdraft? Pick next year, and Statemint builds a plan from your budget and last year's real figures. A weaker downside case sits beside the base case, so a lender sees you have thought about it.
What you can do
- Choose next year or the year after
- Create a budget from last year's figures plus 5% if none exists
- See a base case and a weaker downside case together
- Build on your own budget lines
- Adjust the budget behind the plan and see the projection follow
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Projections is part of your plan. See pricing.
Related features
BudgetBudget vs actualsBalance SheetAssets, liabilities & equityTransactionsBrowse & categoriseUpload StatementAI bank importDepreciationDepreciation schedulesCapital AllowancesAIA & WDA
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