UK School Budget Template in Excel – Part 4: Monitor Monthly Income & Expenditure скачать в хорошем качестве

UK School Budget Template in Excel – Part 4: Monitor Monthly Income & Expenditure

In Part 4 of the UK School Finance & Budgeting System (Excel Toolkit), we build the Monthly Monitoring sheet to track income and expenditure against budget — by cost centre, category, and budget holder. This step-by-step Excel tutorial shows you how to monitor monthly actuals vs annual budgets, calculate variances, and create year-to-date totals that update automatically from your cost centre tracker. You’ll learn how to: ✅ Build a Monthly Monitoring sheet from scratch ✅ Pull cost centre data using XLOOKUP ✅ Link categories, budget holders, and annual budgets ✅ Calculate monthly and YTD variances ✅ Apply conditional formatting for overspend alerts ✅ Create a live monitoring structure for school finance reporting This template is designed for UK schools, bursars, and finance managers who want a practical, automated Excel system for budgeting and monitoring. This is part of a full Excel toolkit designed for UK school finance planning and control. 📥 Download the full Excel toolkit 👉 https://payhip.com/b/SmFvd 📌 This is Part 4 of the series ▶️ Next: Part 5 — SLT & Governor Dashboard If this helps your school finance work, please like, subscribe, and share with other bursars and school finance staff. #SchoolFinance #ExcelBudget #UKSchools #BursarTools #SchoolBudgeting 📌 New Videos Every Week on Excel for UK Finance, Business & Budgeting 📧 For enquiries: info@excelforukfinance.co.uk ---------------------------------------------------------------------------------------------------------------------------------------- *Disclaimer:* This video is for educational purposes only. It reflects my personal experience as a Bursar and Certified Xero Advisor, with a focus on Microsoft Excel and UK finance workflows. It should not be considered financial or professional advice. Always consult a qualified accountant or financial advisor for guidance specific to your situation.