Ultimate budgeting tool
Find out what it costs to run your whole organisation
Introduction
This is our pride and joy. We use it ourselves to do the budgeting for CA Plus. It is complicated, but then again, financial planning for a larger charity or CIC can get tricky. It includes the basic principle of making sure that all your activities carry a fair share of the costs and are properly financed.
This is designed to be easy to use and you give you what you need. There is lots of guidance and even a video to explain how it works.
Key features
Split your staff’s salaries between different projects
Calculate your hourly rate for full cost recovery
See the effect of salary increases
Download
Click the button below to download our template. (Size: 122KB, Format: Microsoft Excel)
We also have a completed exampled example that you can download here. (Size: 124KB, Format: Microsoft Excel)
Demo video
In the video below, we walk you through how to use our template.
Download transcript (Size: 28KB, Format: Microsoft Word)
Further support
If you need any help with our resources, feel free to contact us. We are happy to explain them and offer training. We can even redesign the tools a bit, perhaps expand them or develop new features, because these resources are fairly basic tools and they're not designed for everyone.
You may need to amend the tools yourself a little bit to suit your individual needs as an organisation, and we would encourage you to adapt them and make the resources work for you.
We hope you enjoy them and find them useful. Providing free advice and resources helps us achieve our own charitable goal, which is to help organisations run themselves more efficiently and effectively.
Helpful reading
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