Having an easy-to-use budgeting tool makes developing a budget more accurate while using far less staff time to prepare it. This budgeting toolkit guides you through creating an annual budget in TREC’s template through short tutorials and offers additional guidance through tips on budgeting and forecasting.
Resources in this Collection
Budget Template
The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
Overview of the Budget Template
A brief overview of the structure of TREC’s budget template and how to use it.
Naming Conventions for the TREC Budget Template
How to fill out the Names sheet on TREC’s budget template.
Income for the TREC Budget
How to fill out the Income sheet on TREC’s budget template.
Personnel Expenses for the TREC Budget Template
How to fill out the Personnel Expenses sheet on TREC’s budgeting template.
Payroll Allocation for the TREC Budget
How to fill out the Payroll Allocation sheet on TREC’s budget template.
Project Specific Expense Detail for TREC Budget Template
How to fill out the Project Specific sheet on TREC’s budget template.
Budget Development Checklist
This nonprofit budget development checklist is a practical, easy-to-follow guide designed to make budget planning less overwhelming and more strategic.
Shared Operating Costs in the TREC Budget Template
How to fill out the Shared Operating sheet on TREC’s budget template.
Using your Budget
Details on how to use your budget once you've completed entering your data into TREC's budget template.
Building Better Budgets
For many organizations, October is the time of year you are creating your budgets for the coming fiscal year. Environmental groups like yours need robust budgeting skills and tools for long-term sustainability and success in your mission. Having an easy-to-use budgeting tool makes developing a budget more accurate while using far less staff time to prepare it.
Revenue Forecasting Tool
TREC’s Revenue Forecasting Tool walks you through three methods described in TREC’s Revenue Forecasting resource to help you hypothesize on future revenue.
Where to Put Expenses
For U.S. based organizations, the IRS form 990 requires you break out your expenses into three functional expense categories: Program Services, Management and General, and Fundraising. Learn more about the three areas and how to determine what qualifies for each.
Financial Status Tracker
This nonprofit financial status trackers give a clear, at-a-glance view of key financial indicators.