Preparing and Managing Your Funding

Below are templates that we encourage you to use so you can show thorough working of your budget.  This will help you present back your financial status to both SUSU (when required) and your members at your AGM.  It’s fine to use your own templates, as long as they work for you and your reporting system. 

Annual Budgeting Template - use this to forecast/estimate your income vs expenditure to ensure you make informed decisions to avoid financial difficulty. 

Monthly Income/Expenditure Record - use this to keep a record of every incoming or outgoing bank or cash transfer.