Nonprofit Budget Template
A branded Excel budget template with pre-filled income and expense categories, automatic subtotals, a surplus/deficit summary, and a monthly cash-flow tab — built for nonprofit boards and grant budgets.
- Income & expense categories
- Auto surplus/deficit summary
- Branded .xlsx workbook
Download your workbook
How it works
Three steps, no sign-up
Download the template
Get the branded Excel workbook with income and expense categories and formulas already in place.
Enter your numbers
Fill in projected income and expenses. Subtotals and the surplus/deficit summary update automatically.
Use it anywhere
Drop the budget into grant applications and board packets, or save it as your annual planning document.
About the nonprofit budget template
Whether you are applying for a grant, presenting to your board, or simply planning the year, a clear operating budget is essential. Many nonprofits cobble one together in a hurry — this template gives you a professional, formula-driven starting point built for the way nonprofits actually budget.
The branded Excel workbook includes pre-filled income and expense categories, automatic subtotals, a surplus/deficit summary, and a monthly view. Adjust the categories to fit your organization and you have a budget ready for any funder.
FAQ
Frequently asked questions
What should a nonprofit budget include?
A nonprofit operating budget lists projected income by source (grants, donations, events, earned revenue) and expenses by category (personnel, program, administration, fundraising), with a surplus or deficit at the bottom. This template includes all of these.
What is the difference between a program and operating budget?
An operating budget covers your whole organization for the year. A program budget isolates the income and costs of a single program. This template is an operating budget you can adapt into program budgets.
Can I use this for a grant application?
Yes. Most funders ask for an organizational budget and sometimes a project budget. The categories here align with common grant budget formats. Adjust line items to match each funder’s template.
Does it calculate totals automatically?
Yes. Subtotals for income and expenses and the overall surplus/deficit are driven by built-in formulas, so your totals stay correct as you edit.
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