Templates & Toolkits

Simple Budget vs Actual Workbook

Grants & Nonprofit Admin

Simple Budget vs Actual Workbook

$12

Type in your yearly budget, log what comes in and goes out, and see where you stand each month in plain words.

Instant download · 1 ZIP file (0.33 MB) · PDF, XLSX

What’s inside

  • Budget tab with income and expense categories, annual budget, all 12 months of actuals, year-to-date, remaining, and % used
  • Overspend alerts: amber at 90% of budget, red over 100%
  • Transactions log with category dropdown; income or expense is filled in automatically
  • Dashboard: income, expenses, and net year-to-date, plus month-by-month table and chart
  • Editable category list, a Start Here tab, and a PDF quick-start guide
  • Use it for planning, not as accounting software

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Nonprofit Year-End Close Kit ($16), Church and Nonprofit Office Bundle ($39), and Bookkeeping and Tax Set-Aside Tracker ($19).

Pairs well with

Nonprofit Year-End Close Kit ($16), Church and Nonprofit Office Bundle ($39), and Bookkeeping and Tax Set-Aside Tracker ($19).

More in Grants & Nonprofit Admin

See all Templates & Toolkits

Checkout

Payment is handled by Stripe. We never see your card number.

PRIVATE PREVIEW