![]() ![]() Track your paydays and amounts each month. While your budget calendar has room to record the basic budget categories, you may want to add a purpose-built budget tracker if you’d like to break your budget out into smaller categories or if you have a longer list of monthly spending items.Įveryone’s budget calendars vary a bit according to their needs, but there are a few key elements all budget calendars should have: If you’re paying off debts (like student loans, credit card debt, or medical bills) this year, you should add a tracker designed specifically to help pay off debt. Your calendar isn’t meant to track small, day-to-day expenses like a cup of coffee, so you should also use a spreadsheet or tracker to stay mindful of how minor spending can add up. To maximize the power of your calendar and set yourself up for a successful year, you should add a few other tools to the mix: While a budget calendar is a powerful tool, it’s just one weapon in your financial arsenal. Plotting key dates and recording your cash flows will help you anticipate and plan for financial events and emergencies, preventing you from being caught off-guard and having to deplete savings or go into debt. We’ve created a printable budget calendar designed for organizing your money in 2023 - download and print it to get started! How a Budget Calendar Can Help You Achieve Financial GoalsĪ budget calendar can help you with whatever you hope to accomplish financially, whether it’s paying off existing debts or building up savings to invest in your future. You can choose to add a budget calendar to your existing paper or digital calendar, or you can create a brand-new calendar that’s just for tracking your finances. ![]() And there’s no better way to do so than by creating a budget calendar to track your income, expenses, and financial goals throughout the year. capital projects, revenue generating activities, etc.) only.The new year is the perfect time to recommit to getting your finances organized. Itemize your planned use of reserves for FY22, FY23, and FY24 for strategic initiatives (e.g. Reductions should be broken down between compensation and non-compensation reductions. Itemize your planned expense reductions for FY22. Completing the "Expense Reductions" sheet Notes: provide brief notes for $ variances over +/- $500K or percentage variances over +/- 5% in the notes section on the budget template. Remember to refresh the SmartView data in sheet "Data Pull for Budget Template" when you want to see any changes in the FY22 Operating Budget in the template.įY23 and FY24 revisions need to be made in columns H and I (in the light blue cells).ĭo not change data in the Campus Support and Annual Cost Recovery Assessment lines. Divisions will need to update the FY22 Operating Budget in CalPlan first, wait for the system to reflect the changes into CalRptg. The FY21 Forecast and FY22 Budget data are pulled from CalRptg (Version: Planner Submission for Forecast and Working for Operating Budget. Cells highlighted in light blue are the ones you need to edit. Go back to sheet "Budget Template" and work on the budget numbers for FY23 and FY24. Refresh SmartView data for the selected entity. ![]() Please do NOT make any other changes to this sheet. Go to the sheet with the name "Data Pull for Budget Template" (Green colored sheet)Ĭhange the Entity in the POV to your division. For ease, we also added a Central Commitments tab outlining the FY2021-22 to FY2023-24 Campus Support Commitments (non General Allocation) to see what has been seeded in future years.Ĭomplete the budget template (all three sections) and email the Financial Planning & Analysis at to indicate it is complete. ![]() The first tab outlines the instructions and the three different sections to complete are listed at the bottom of the Excel file in the different tabs. The budget template contains three sections to complete: Budget Planning template, Expense Reductions, and Use of Reserves. The template is called “FY22 Budget template”. In each division's folder, they are located in the Budget template folder within the FY2021-22 Budget Process folder. The budget template has been added to the divisional folders. The template is called “FY22 Budget Process Narrative”.īy Friday, August 20, please complete the revised narrative template in your division folder and email to indicate it is complete. In each division's folder, they are located in the Budget Narrative folder within the FY2021-22 Budget Process folder. The narrative template has been added to the divisional folders. The CalPlanning reporting tools (CalRptg, HCPRptg, Smart View) will remain available, with the FY22 Operating Budget Planner Submission available for reporting. The CalPlanning planning tools (CalPlan, HCP) will close after the deadline so that the Financial Planning & Analysis team can review the budget submissions. Your completed FY22 operating budget is due in CalPlan on Friday, August 20 by 7 pm. ![]()
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