Quick Answer: Annual Budget Planning

Annual Budget Planning builds line-level revenue and expense budgets with budget-versus-actual views and optional per-fund plans—stretch forecasts beyond one consolidated spreadsheet. Finance leads compare actuals from Income Statement throughout the year.

Available on Plus, Pro, and Enterprise through Tools. Pro adds sub-funds and multi-fund statements for deeper variance analysis alongside Cash Projection. Pair with Budget Requests when departments submit proposed lines for approval.

Plus or above.

Exports support PDF and Excel on most reports and operational tools for board packets and CPA handoffs. Star favorites in the Reports or Tools hub so recurring workflows stay one click away. Drill-down drawers connect statement lines to ledger detail when you need to explain variances in meetings without rebuilding pivot tables externally.

Annual Budget Planning

Line-level budgets with budget vs actual tracking through the fiscal year.

Workflow

Create fiscal year budget workbook
Enter revenue and expense lines by fund if needed
Compare actuals monthly from reporting
Adjust forecasts after board approval

Good to Know

Plus or above.

Ready to Get Started?

See how Alignmint can simplify your nonprofit's operations. Schedule a free setup call and we'll walk you through fund accounting, donations, and reporting on your plan.

Questions? Email us at hellogetalignmint.org