Budget review

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It is important in the course of the year to keep an overview of income and expense relative to the original budget, and the actual bank account transactions.

Only this way one can verify that an organisation, or a project is on track.

You should make /adapt this overview monthly, quarterly, or after a large project or expense is accomplished.

If the amount and number of transactions is limited, a quarterly review might be sufficient.



  1. For each expense (or income) a budget item is assigned.
  2. Then you can create a pivot table to aggregate your expenses (or income)
  3. Then you can compare the actuals (YTD) with the budget
  4. For historical comparison, you can keep monthly, or quarterly results

See also[edit]