How to set a budget and track it through the year, so you spot early when spending drifts from plan.
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Financial monitoring
In this section
- Budget and forecasting processA budget is the basis for management reporting to your board and funders, and a way to think ahead about what the organization wants to achieve. This works best as a cycle: one board-approved yearly…
- Budget tracking: see actuals against your budget all yearA budget only helps if you regularly compare it to what actually happened. That comparison does not require extra bookkeeping: it falls out of your accounting system for free, provided every transact…