Nonprofit Budget and Grant Tracker Excel for your organization — program budgets, grants and donations, program expenses, and a monthly P and L dashboard. Know what every program has left, which grants have actually…
About this template
Nonprofit Budget and Grant Tracker Excel for your organization — program budgets, grants and donations, program expenses, and a monthly P and L dashboard. Know what every program has left, which grants have actually arrived, and whether the month ran a surplus or a deficit. Built for small nonprofits, program managers, and board treasurers who need to know, program by program and gift by gift, whether the budget holds, which pledges are still outstanding, and what was raised versus what was spent — without accounting software. If a program is over budget, this workbook shows it before year end.
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Excel & Google Sheets template — instant download on Etsy
Programs and Budgets — program, funding source, annual budget, spent January to September, spent in October by formula from the expenses sheet, spent year to date, remaining, and percent of budget used. Programs over budget are flagged.
Grants and Donations — date, donor or funder, type (Grant or Donation), program, fund (Restricted or Unrestricted), amount, and whether it was received. Only gifts marked Yes count as income — a pledge is not income until the money arrives.
Program Expenses — date, program, category, vendor or payee, fund, and amount. October spending updates the program budgets and the P and L by formula.
Monthly P and L — grants and donations received, program expenses, admin, and fundraising by month, Jan-Dec, with net surplus or deficit and margin. Revenue and program expenses are formulas from the gifts and expenses sheets.
Dashboard — total raised, grants versus donations, restricted versus unrestricted, pledges outstanding, program expenses, net surplus and margin, largest gift, top funder, programs over budget, total budget and year-to-date spending, plus tables for raised by program, expenses by program, raised by fund, expenses by category, and raised by funder.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Nonprofit Budget & Grant Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Nonprofit Budget & Grant Tracker track?
The Nonprofit Budget & Grant Tracker tracks Programs and Budgets; Grants and Donations; Program Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: Total raised in October 29,900 received (34,900 pledged; 5,000 pledged but not yet received); grants received 17,300; donations received 12,600; restricted 20,800; unrestricted 9,100.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.