📊 OVERVIEW
An editable Excel template designed to support structured tracking of actual spend versus budgeted allocations across departments and categories. Includes year-to-date summaries, monthly breakdowns, and itemised expense logs—ideal for finance teams, delivery leads, and client-facing reporting.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📋 YTD budget summary with actuals, budget, remaining value, and percentage
• 📈 Monthly expense matrix with slicer-enabled filtering by account title
• 🧾 Itemised expense log with invoice details and distribution methods
• 🎯 Charitable and sponsorship tracking with approval fields and historical contributions
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal budget tracking and financial variance analysis
• Client-facing documentation of actual spend versus planned allocations
• Governance and audit preparation across departments and categories
• Reusable format for multi-period and multi-entity environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for budget comparison, expense tracking, and reporting
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
