Student Organization

To make creating a budget a little easier the Ways and Means Commitee put together a template you can use to create a budget or base your budget off of. It's a Microsoft Excel file with formulas already built it, but you can change it as you need to.

Budget Template

Example of a finished budget using the template

Instructions of how to use the template:

1. Fill in your “org name,” “event name,” “time and date,” “projected attendance,” and “current bank balance” in all the spots they belong in.
2. Fill in the information for each event, you definitely need an “item discription,” “quantity,” and “unit price.” “Quantity” and “unit price” will multiple across each line to form the “total for item” (ie. D8 is set to equal B8*C8 and so on for each line).
3. Totals will be automatically added for each event as you fill in “quantity” and “unit price” (ie. D14 equals the sum of D8 to D13).
4. If you need more rows simply insert them from the menu bar. If you need to delete rows simply delete them from the menu bar.
5. The total for each event will be automatically added together at the end of the budget to equal the “total budget” (ie. B60 equals the sum of D14, D27, D40, D53, and D56).
6. If you need to add more events you can just copy and paste the format for an entire event and everything, including the formulas, should be copied and work.
7. Under “fundraising” the “amount org paid to buy/make item” will automatically be subtracted from “total from sales (not minus costs)” to get the “profit made.” *Make sure if you include a breakdown for fundraising costs under one of your events (which you should) that you delete either the “total” for that event OR “profit made” from “total budget” so you’re not repeating it (ie. If your fundraising breakdown is “event #4” make sure you delete D53 from the formula for “total budget”).
8. “Total request” is “total budget” minus “fundraising profit” and “current bank balance.” If you get money from anywhere else or spend money on anything else please note that here if it wasn’t already noted in the rest of your budget (which it should be). Please make sure your “total request” at the end of your budget matches the “total request” on the funding form.
9. Print out the budget (make sure to save a copy for your records) and hand it in with the appropriate application on the SGA office door on the 3 rd floor of Blanchard. WHEN YOU PRINT MAKE SURE TO GO TO “PAGE SET UP” IN THE MENU AND SELECT TO PRINT WITH GRIDELINES! It’s much easier to understand!

If you have any questions or if the instructions aren't working please e-mail Maggie @ mamaggio