allocation-calculator

To calculate Profit First allocations, input your total income and current allocation percentages (CAPs) for accounts like Profit, Owner's Pay, Tax, and OpEx. The tool computes exact dollar amounts and verifies that all account allocations total your income.

Yes, you can use custom current allocation percentages for multiple accounts such as Profit, Owner's Pay, Tax, and OpEx. The calculator validates that your custom percentages equal 100% of the income and outputs per-account amounts with transfer instructions.

If your percentages don't total 100% of your income, the calculator's validation step will flag the discrepancy. It enforces that all current allocation percentages must equal the full income amount before generating transfer instructions and per-account amounts.

Yes, the calculator outputs clear transfer instructions for each Profit First account. Alongside per-account dollar amounts and verification steps, it provides the exact transfer directions needed to move funds on allocation days.

The calculator supports rounding scenarios for exact dollar allocations. It automatically handles rounding across multiple accounts and includes verification steps to ensure the rounded per-account amounts still reconcile to your total income.