Having managed the finances of a medium sized nonprofit for many years I understand the need for a simple yet effective Annual Budget Tracker and Reporting System – one that empowers nonprofit admin and financial staff to monitor expenses and build comprehensive financial reports for decision making processes.
This Google Sheet will help you better manage your charity financial year budgets and expenses by giving you a simplified view of each line item with the option to export in bar or pie chart formats. Use this sheet to easily prepare quarterly financial snapshots for your Board or Treasury departments.
To use this sheet you need to have a Google Account (they are free for personal or you can use your Google Nonprofit Account) and you can easily share this report via print or PDF with your Board.
🔘 PRODUCT INFORMATION
This Google Sheet template includes:
✔️ Nonprofit name and financial year ending section
✔️ Section 1: Budget Line Items (drop down pre-filled categories to help you remember operating costs for: Staffing & Personnel / Organizational Governance / Operations, Events, Programs, Services, Deliverables / Premises and Buildings / Operational Expenditure and Running Costs / Memberships / Debt Servicing
✔️ Section 2: Summary Of Budget – detailed list view of all budget line items
✔️ Section 3: Budget Notes (use this section to pre-plan upcoming expenses that may need Board agreement on)
✔️ Section 4: Budget Graphical Section (a visual representation of the numbers including: Expense versus Grant allocation / Expense Ratio / Ten Highest Budget Line Items / Ten Largest Budget Deficits
✔️ Budget surplus / deficit calculator
✔️ Comment boxes with step-by-step guides on how to complete the tracker
✔️ Ability to print the completed sheet or save to PDF for financial board meetings or decisions
✔️ Ability to change sheet fonts and colours
🔘 ONCE PURCHASED
This product is a digital product and not a physical product. After purchase you will get immediate access (sent via email) to a download link that includes a PDF with the Google Sheet Template Link.
Click on the link within the PDF to open up the template using your Google Account, make a copy of the file and then start editing.
🔘 TERMS AND CONDITIONS
These templates are not to be shared outside of your nonprofit, in part or in whole. These templates can not be sold for a profit or given away for free. We are not affiliated with Canva, Etsy, Facebook, Instagram, Twitter, Pinterest, Google or LinkedIn. All rights and copyright of the designs belong to Samantha Barnard.
Copyright © 2024 by Samantha Barnard. All rights reserved.
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