The board summary: spending against budget, program expense ratio and months of reserve.
The board summary, ready before the meeting.
Tag every transaction to a program and a fund; restricted money is tracked against its grant, and the one-page summary shows the program expense ratio and months of reserve.
- Google Sheets
- Excel .xlsx
- Blank + filled example
Language
Instant download. Permanent link in your account.
Instant download. Permanent link in your account. Yours forever, no subscription.
A plain spreadsheet, and this one.
On the left, the plain transactions list most people keep. On the right, the Board Summary tab. Drag the line.
A list of transactions on one side. The page your board reads, on the other.
What If
The first line to run dry.
Which budget line runs out first and the day it does, and how many months of reserve you are holding. Trim what is left to spend and it answers again.
Grants
Every grant, research to final report.
Amounts, restriction, dates, spend against time and the next deadline for each grant.
And the quiet ones
The budget, the ledger and where to start.
The budget
Every line by program and fund, actual so far, what is left and a pace flag.
Transactions
Money in and out, each tagged to a program and a fund.
Start here
Every tab in one line, then the order to fill it in. The first tab you open, and the only instructions you need.
You tag the money. It reports to the board.
You type
- Programs, funds and the budget, once
- Each transaction with its program and fund
- Each grant and its dates
It works out
- Spending against budget, by program and fund
- Program expense ratio and months of reserve
- Grant spend-down and deadlines
- The first line to run dry
Google Sheets or Excel. You do not have to choose.
The download carries both: the Sheets copy link and the native .xlsx. Every formula is chosen to work identically in the two, and we test the round trip on every build.
A link, not a file to babysit.
Buy it once
$49, no subscription. Your order email and your account both carry the download, permanently.
Copy it into your Drive
One click and it is yours, in your own Google account, forever. We keep no access to your copy and nothing in it phones home.
Start in the example
The filled copy shows every tab already working. Poke it, break it, then open your blank and type your own.
Add the rest of the set.
All four goes in as the Nonprofit Kit at $119, not four separate items. You keep $47.
№ · Every restricted dollar accounted for
A nonprofit budget spreadsheet with grant tracking and a one-page board summary
The Nonprofit Budget & Grant Tracker is for the executive director, treasurer or bookkeeper of a small nonprofit who has to answer the board and the funders from the same numbers. Start on Programs & Funds: your fiscal year start month, each program marked Program, Admin or Fundraising, your categories, and any funds besides your grants.
Grants from research to final report
Every grant you hold or want gets a row on Grants: funder, status, requested and awarded amounts, whether it is restricted, the program it pays for, its dates and its application, report and final report deadlines. Tag a spend to the grant’s fund on Transactions and the Grants tab counts it, so spend-down against time and the next deadline with days to go are always current.
Ready for the board meeting
Budget holds one line per income or expense, with actual so far and a pace flag: “Running hot” means a line has spent more than 10 points ahead of the year. The Board Summary puts income and spending against budget, the program expense ratio, months of reserve, grant deadlines and spend-down on one page. Program, Admin and Fundraising are the three functional expense columns of Form 990, so the ratio is the one funders ask about. What If names the first budget line that runs dry and the day it does.
The download is a short PDF with two Google Sheets buttons, one for a blank copy in your own Drive and one for a copy filled with an example, the same workbook as blank and example Excel files, and a one-page Quick Start for each.
The questions we actually get
How does it handle restricted funds?
Each transaction is tagged to a program and a fund. Money is Unrestricted unless it belongs to a grant or a restricted gift; restricted money is recognised from its fund, and spending tagged to a grant's fund counts against that grant.
Does it follow Form 990?
Its expense split does: Program, Admin and Fundraising are the three functional expense columns of Form 990 and most funder reports. It does not prepare or file the form.
Our fiscal year starts in July. Does that work?
Yes. Set the start month on Programs & Funds and the fiscal year rolls from there.
What does 'Running hot' mean?
A budget line that has spent more than 10 points ahead of how much of the year has gone. It is a prompt to look, not an alarm.
Does it work in Excel?
Yes. The download carries native .xlsx files, one blank and one filled with an example, for Excel 2010 and later, Excel for Mac and Microsoft 365. Every formula is ordinary Excel, with no macros to enable.
Is there a year printed in it?
No. No year is printed anywhere in the files, so it starts the day you do and keeps working next year.
Every dollar, where it belongs.
Budget, grants and the board page, in Google Sheets and Excel, no subscription, no year baked in.
Get the tracker · $49Still deciding? Open it live, read‑only. Not the sheet you need? See every spreadsheet template or ask at Templacity Hall.
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