Annual Budgeting: Tips and Tricks

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Spending too much time with manual data manipulation? Relying on multiple spreadsheets to manage your organization’s budget? Learn tips and tricks to streamline fund tracking, data entry, reporting, and workflows for your annual budget.

Discover how your team can increase efficiency around budgeting by applying best practices around data manipulation, budget tracking and increasing transparency. Get ready to reduce errors, decrease stress around data gathering, and leave spreadsheets for budgets-to-actuals behind!

Join us as we discuss:

  • Best practices for data manipulation and budget tracking 
  • How to create budget visuals
  • Easy methods for revisions for new funding and grants 
  • Budget projections and forecasting 
  • Methods to reduce the amount of time involved in annual budgeting
  • And more!

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