Budgeting and forecasting workbook
Budgeting and forecasting workbook
You will need to use the 2018 Budget and Forecast Workbook (XLS, 1.8MB).
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:
- Live reporting of forecasts (PDF, 439KB)
- Workbook summary guide (DOC, 939KB)
- Chart string register tab guide (DOC, 203KB)
- Chart string register - merge guide (DOC, 657KB)
- Chart string register - creating a new group workbook (DOC, 138KB)
- End-of-month workbook update (DOC, 1.7MB)
- Entering forecasts (DOC, 695KB)
- Entering multi-year forecast data (DOC, 556KB)
- Exporting forecast adjustments (DOC, 824KB)
- Staff plan - general guide (DOC, 584KB)
- Staff plan - managing the staff plan (DOC, 42KB)
- Staff plan - linking the staff plan (DOC, 194KB)
- Transfers tab (DOC, 985KB)
- Managing the MRF report settings (DOC, 241KB)
- Guide to using the report tab (DOC, 1.8MB)
- Upgrading and rolling over workbook from 2017 to 2018 (DOC, 444KB)
- Upgrading workbook to a new version instructions (DOC, 143KB)
- Using old forecast workbook buttons (PDF, 201KB)
- Entering plan data (DOC, 1.3MB).
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 the MyBalance project.
MyBalance pilot program
We are piloting MyBalance with selected organisational units. If you are participating in the pilot program, use the: