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📝 Financial KPIs & management · ⏱️ 2 min read

How do I calculate which months I need to use my financial reserves?

📝 KitchenNmbrs · updated 15 Mar 2026

I'll be honest - most restaurant owners discover their cashflow problems too late. You might be profitable on paper but still scramble to pay bills during slow months. Planning which months you'll need reserves can save your business from unnecessary stress.

Why cashflow planning matters

Your restaurant can show profits but still run short on cash temporarily. This happens because of:

  • Seasonal dips (winter, summer holidays)
  • Large expenses (new equipment, renovations)
  • Suppliers who want faster payment
  • VAT payments that hit quarterly

Calculate your monthly cashflow

For solid cashflow analysis you need three figures per month:

💡 Example cashflow calculation:

Restaurant with €40,000 average monthly revenue:

  • January income: €28,000 (quiet month)
  • Fixed costs: €18,000 (rent, staff, insurance)
  • Variable costs: €12,000 (supplies, energy)
  • Total expenses: €30,000

January shortfall: €2,000

The formula's straightforward:

Cashflow = Income - Expenses

Negative cashflow means you'll tap your reserves.

Recognize seasonal patterns

Look at last year's revenue by month. Which months consistently underperformed?

⚠️ Watch out:

Many restaurants underestimate January and February. After holidays, people eat out less. Plan accordingly.

Predict large expenses

Besides seasonal dips, there are predictable big expenses:

  • VAT payment (every quarter)
  • Annual insurance
  • Maintenance and repairs
  • Staff vacation pay (May)
  • 13th month bonus (December)

💡 Example VAT impact:

Restaurant with €120,000 quarterly revenue:

  • 9% VAT on food: €9,720
  • 21% VAT on beverages: €4,200
  • Supply VAT refund: €3,500

VAT liability: €10,420 in one payment

Calculate your reserve buffer

A solid rule is 3 months of fixed costs as minimum reserves. But calculate it for your specific situation:

Required reserve = Largest monthly shortfall × 2

Multiply by 2 for unexpected circumstances.

Monthly monitoring

From tracking this across dozens of restaurants, I've seen that monthly check-ins prevent most cashflow crises. Ask yourself these questions:

  • How much cash do I have available now?
  • What expenses hit next month?
  • Do I expect normal revenue?
  • Are there large expenses coming up?

⚠️ Watch out:

Don't wait until your reserves are already depleted. Build up a buffer during good months for slower times.

Tools that help

A food cost calculator like KitchenNmbrs can help you track monthly costs. By monitoring your food cost and other expenses, you'll get better insight into your cashflow patterns.

How do you calculate when you need your reserves? (step by step)

1

Gather 12 months of revenue data

Get your revenue figures from the past year by month. Look for patterns: which months were consistently lower? This becomes your basis for forecasts.

2

Calculate your monthly fixed costs

Add up: rent, staff, insurance, energy, phone. These costs you have every month, regardless of your revenue. This is your minimum monthly expense.

3

Forecast cashflow per month

For each month: expected revenue minus fixed costs minus variable costs (30-35% of revenue). Negative months are your risk moments.

4

Plan in large expenses

Add VAT payments, vacation pay, 13th month bonus, and annual costs to your cashflow planning. These often coincide with quiet periods.

5

Calculate required reserve

Take your largest monthly shortfall and multiply by 2. This is your minimum reserve to get through difficult months without stress.

✨ Pro tip

Review your cashflow position every 3rd Tuesday of the month for the next 8 weeks ahead. This gives you enough runway to negotiate payment terms with suppliers or adjust staffing if needed.

Calculate this yourself?

In the KitchenNmbrs app you can do this in just a few clicks. 7 days free, no credit card.

Try KitchenNmbrs free →

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Frequently asked questions

How many months of reserves should I keep?

A rule of thumb is 3 months of fixed costs as minimum. But calculate it specifically: take your largest expected monthly shortfall and multiply by 2 for unforeseen circumstances.

What if I don't have reserves right now?

Start immediately by setting aside 5-10% from your good months. Even small amounts help. At the same time, try improving your cashflow by reducing costs or increasing revenue.

Should I account for VAT in my cashflow?

Absolutely. VAT payments hit every quarter and can be substantial. For a restaurant with €40,000 monthly revenue, this can be €8,000-12,000 per quarter that you pay in one lump sum.

When should I start saving for difficult months?

Right after a good month. If March was strong, start setting money aside in April for the expected July dip. Don't wait until the difficult period has already started.

ℹ️ This article was prepared based on official sources and professional expertise. While we strive for current and accurate information, the content may differ from the most recent regulations. Always consult the official authorities for binding standards.

📚 Sources consulted

Food Standards Agency (FSA) https://www.food.gov.uk

The HACCP standards shown in this application are for informational purposes only. KitchenNmbrs does not guarantee that displayed values are current or complete. Always consult the FSA or your local authority for the latest regulations.

JS

Written by

Jeffrey Smit

Founder & CEO of KitchenNmbrs

Jeffrey Smit built KitchenNmbrs from 8 years of hands-on experience as kitchen manager at 1NUL8 Group in Rotterdam. His mission: give every restaurant owner control over food cost.

🏆 8 years kitchen manager at 1NUL8 Group Rotterdam
Expertise: food cost management HACCP kitchen management restaurant operations food safety compliance

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