This course will introduce participants to budgeting and cash flow forecasting.

The course will cover: 

·       What is a budget 

·       How budgeting links to business planning 

·       How to prepare expenditure and income budgets 

·       Budget formats 

·       Using budgets to monitor and control income and expenditure 

·       The differences between budgeting and cash-flow forecasting 

·       Preparing a cash-flow forecast 

Increase Confidence: Participants will feel more confident managing budgets and cash-flow forecasts, knowing how to control and track income and expenditure. 

Build Capacity: The course provides the tools to prepare and use budgets effectively, helping the organisation manage finances more efficiently. Improve Capability: Attendees will learn to create and use forecasts and budgets, improving their ability to plan for the future and handle financial challenges. 

This workshop is designed for anybody who is involved in or has an interest in their charity’s finances, including managers, bookkeepers, trustees, or treasurers. 

This workshop is designed for anybody who is involved in or has an interest in their charity’s finances, including managers, bookkeepers, trustees, or treasurers. 

Claire Welling, WYCAS Training Officer has worked for WYCAS since 1999, firstly as Leeds Community Accountant, through to focusing on QuickBooks Online training and support. Claire’s clear, practical approach makes complex financial topics accessible and useful for strengthening your organisation’s financial management.