📊 OVERVIEW
An editable Excel template designed for tracking actual vs. budgeted expenses across departments, accounts, and time periods. Includes modular views for YTD summaries, monthly breakdowns, itemised transactions, and charitable contributions—ideal for finance teams, budget owners, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📈 YTD budget summary with actuals, budget, and variance calculations
• 📅 Monthly expense tracker with slicer-enabled account filtering
• 🧾 Itemised expense log with invoice details, payees, and distribution methods
• 🎯 Dedicated section for charitable and sponsorship tracking
• ✅ Clear section headers and G/L code logic for client-side editing
🧠 USE CASES
• Internal budget tracking and variance analysis
• Client-facing documentation of financial activity and expense governance
• Audit preparation using structured ledger and transaction-level detail
• Reusable format for multi-period and multi-department environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for budget comparison, monthly tracking, and itemised 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.
