UK School Budget Template in Excel
UK School Budget Template in Excel
A ready-to-use budgeting and financial monitoring tool designed specifically for UK schools.
This Excel template helps bursars, finance officers, and school leaders plan budgets by cost centre, track spending throughout the year, and report clearly to SLT and governors — without complicated systems or manual spreadsheets.
✅ What this template helps you do
- Build a clear annual school budget by cost centre
- Track monthly actual spend vs budget
- Monitor year-to-date totals and variances
- Manage staff and salary-heavy budgets more confidently
- Produce a simple dashboard for SLT and governor reporting
- Reduce errors, save time, and improve financial visibility
All calculations are built in — no advanced Excel knowledge required.
📊 What’s included
- Cost Centre Budget Setup sheet
- Monthly Budget vs Actual tracking
- Staff & salary planning section
- Automated totals and variance calculations
- Visual dashboard for high-level reporting
- Clickable navigation menu for easy use
- Licence & usage notice included
Designed to be practical, structured, and easy to adapt to your school.
🏫 Who this is for
- School bursars and finance officers
- Primary and secondary schools
- Small academies and trust schools
- SLT members who need clear financial reports
If you manage a school budget in Excel and want a cleaner, more reliable system — this template is for you.
💻 Requirements
- Microsoft Excel (desktop version recommended)
- Basic Excel knowledge (entering data, navigating sheets)
📄 Licence
This template is licensed for single-school use.
For multi-school, MAT, or consultancy use, please contact the seller for a separate licence.
🔒 Instant download
Once purchased, you’ll receive immediate access to the Excel file so you can start budgeting straight away.
