Charity budget template

How to use this: enter your expected income and costs for the year, keep restricted and unrestricted separate, and include a fair share of core costs. Compare against actuals through the year.

Annual budget — [Charity name] — year [ ]

INCOME                              Budget £     Actual £
- Grants (list, note restrictions)  [ ]          [ ]
- Donations                         [ ]          [ ]
- Trading / events                  [ ]          [ ]
- Other                             [ ]          [ ]
Total income                        [ ]          [ ]

EXPENDITURE                         Budget £     Actual £
- Staff / sessional                 [ ]          [ ]
- Premises                          [ ]          [ ]
- Activities / delivery             [ ]          [ ]
- Core costs (management, finance)  [ ]          [ ]
- Other                             [ ]          [ ]
Total expenditure                   [ ]          [ ]

Surplus / (deficit)                 [ ]          [ ]

Notes: keep restricted income separate; include a fair share of core costs
(full cost recovery); state key assumptions.