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