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What is it for?
Keep your event’s income and spending in one place. The Excel version calculates actual-minus-planned differences and totals for income, expenses and the net event result.
Use while deciding whether an event is affordable, then update it as bookings and invoices arrive. All amounts use GBP. Enter positive amounts for both income and expenses; the summary subtracts expenses from income.
How to use this template
- Add each income source or cost and select Income or Expense.
- Enter planned amounts in GBP and replace the starter categories as needed.
- Add actual amounts as they become known; leave unknown actuals blank.
- Review totals and funding needs with the person authorised to approve spending.
What’s included
- Type
- Item
- Planned GBP
- Actual GBP
- Difference GBP
- Notes
Make it your own
Open the Excel workbook in Excel or import it into Google Sheets. Read the setup notes, then adapt the rows to your event. The CSV is a plain data version; the PDF is laid out for printing.
These templates are free to use and adapt within your organisation. Remove fields you do not need and keep completed records in an appropriate, secure location.
