Budgeting and forecasting workbook

You will need to use the Budget and Forecast Workbook (XLSM, 1.7 MB).

Contact Financial Planning and Analysis if you have questions about the budgeting and forecasting workbook or guidelines.

Budget guidelines

Guides for completing the workbook

A number of guides have been created to help you complete your workbook:

MyBalance research project reporting tool

We are developing the MyBalance reporting tool to standardise and improve financial reporting for research projects and consulting. MyBalance is populated with transactional data from UniFi and plan data from the budgeting and forecasting workbook. Find out more about MyBalance.

You can download the guides for preparing data and entering it into MyBalance.