Preparing a school budget is necessary to ensure that there is a proper use of available financial resources. It will make sure that all the planned activities of the school take place smoothly and the students are not restricted due to lack of funds. Putting together a thoughtful budget sample will help you keep sufficient monetary reserves and curtail unnecessary expenses as well.

school budget templates

Budget Excel Template Bundle

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Education Budget Template Bundle

education budget template bundle 788x510
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5 Steps to Create a School Budget

Step 1: Identify the Sources of Income

It is necessary to clearly identify and state the sources from where the school receives income at regular intervals. This income may be in the form of school fees, grants, monetary gifts and donations. Having a correct financial picture is the first step towards creating an effective budget. For a wider selection of budget tracker templates, check out more options here.

Step 2: Identify and List the Expenditures

Make a list all the expected expenditures in detail so that you get an idea about whether you have the available resources to cover all of them, or you will need to use some of the financial reserves. This is important to make sure that expenditures do not exceed income during a particular period.

Step 3: Show Price Comparison Before Acquiring Resources

Get recent quotations and compare them logically before acquiring resources for the school. Purchasing in bulk will help you save money and you can also avail of spot offers. A good budget is designed to give you value for money by getting the best quality resources at the lowest price. Find more budget format templates by visiting this link.

Step 4: Show Cash Reserves for Regular Expenses

You will have to handle certain expenditures every month even though you get funds only at certain times of the year. These expenses can be the salaries of the staff, electricity bills and taxes. Keeping a proper reserve for such purposes will ensure that you are never short of funds at any time of the year.

Step 5: Organize All Data in a Comprehensive Manner

Your school budget will be presented to the authorities for approval. Hence it should be well presented and comprehensive. You can make use of ready made templates with pre formatted text which will help you organize your budget in a meaningful manner with minimum effort. View a wider selection of project budget estimate templates right here.

13+ School Budget Templates

Basic School Budget Template

basic school budget template
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  • Numbers
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  • PDF

Size: A4 & US

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Provide a clear picture about income, revenues and expenditure of your school by using this elementary school budget template which is easy to customize and print in all for formats. It will also give you an idea about how to optimize your resources in the best possible way. The template has high-quality content and can be used for commercial purposes as well.

Primary School Budget Template

primary school budget
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  • Google Docs
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Size: US & A4

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Elementary School Budget Template

elementary school budget
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  • Google Docs
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  • MS Word
  • Numbers
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Size: US & A4

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School Operating Budget Template

school operating budget
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  • Google Docs
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  • MS Word
  • Numbers
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Size: US & A4

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Professional School Budget Template

professional school budget templatecpsd.us
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  • PDF

Size: 6MB

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This is a fully fledged school operating budget template designed in PDF pages. It starts with the budget guidelines table of contents and message from the superintendent. The next pages give the actual budget summary in detail. The template has also made use of tables, graphs and pie diagrams in order to provide information in an interesting manner.

Simple School Budget Sample

simple school budgetcpsed.net
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Size: 3MB

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This is a simple but extensive school budget template which can be adapted to suit your requirements. It includes an executive summary, budgeting trends, funding proposals and a six year forecast of revenue and expenditure of the school. The template gives the budget forecast in a tabular format which is easy to comprehend and compare.

Standard School Annual Operating Budget

standard school annual operating budgetosse.dc.gov
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Size: 108KB

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If you are looking for an easy to use, no frills template to plan your sample budget template, this is by far the best one to use. The data is provided in a simple table with appropriate headings which can be easily modified and replaced to make your own complete school budget in the least possible time.

Modern Budget Plan Template for Schools

modern budget plan template for schoolsloc.gov
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  • DOCX

Size: 16KB

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This is a modern budget template in Word created to organize your school revenue and expenditure for the year in a proper way so that it can be easily understood by the committee to whom it is presented. This is a blank template in which you will just need to fill up the required information.

Sample School Budget Example

sample school budgetarbetterbeginnings.com
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Size: 79KB

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This is a school operational budget template in pdf created for 12 months, which can be used as a guideline to frame your own detailed budget. It gives you the detailed explanation of the expenditure heads as well as the complete revenue statement for the year. The actual budget narrative is provided in the next table.

Elegant School Budget Worksheet

elegant school budget worksheetwillamette.edu
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Size: 217KB

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Summarize your income and expenditure without compromising on quality and elegance by making use of this elegant and professionally outlined annual budget template. All the important headings are highlighted for better effect and comprehension. You can use this template directly with minimum edits.

Editable School Budget Template

editable school budget templatefssu.ie
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Size: 244KB

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This template is created to give you the outline for creating a complete monthly budget by providing you with the main expenditure headings and which items should be grouped under each related heading. This template can be used as a guideline to frame your own detailed annual school budget.

Printable School Budget Template

printable school budget templaterevenue.nh.gov
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Size: 101KB

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This is a fully fledged, professional and well drafted school budget report template which gives complete details about the sources and amount of funds received and the different expenditures for which they have been appropriated. This enables you to create a balanced operational budget which is neat and well organized.

Budget Worksheet Format

budget worksheet formattrinitychristian.ca
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Size: 126KB

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Here is a budget worksheet template created for private schools. Along with the income and expenditure statement and allocation of funds, it also covers a budget statement showing changes in net assets during the year. Using this pre formatted template will lesson your work to a great extent by giving you a detailed format to follow.

Budget Template Format

budget template formatchesneyelementary.org
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Size: 42KB

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This well designed, tabular budget calendar template will help you save hours of hard work and stress, by giving you a detailed format to follow with all the relevant information. You just need to edit the contents and include specific information to create a well organized, complete and comprehensive school budget.

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