Budget Spreadsheet 40670 | Housing Counseling Budget Tracking Tool Sample

Partial file snippet.

Sheet 1: Step 1 Budget

	
	
	
	
	
	
	
		U.S. Department of Housing & Urban Development
		

	
	
		Itemized Budget 
		

	
	
		

		

		

		

		

		

		

		

		

	
	
		Agency:
		XXX Housing Agency
		

		

		

		Grant #:
		123
		

		

	
	
		Period Starting Date:
		1/1/2017
		Period End Date:
		

		6/30/2018
		Grant FY:
		2017
		

		

	
	
		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

	
	
		Budget Items
		

		

		

		

		

		

		

		

	
	
		a. Personnel (Direct Labor)
		

		 $10,000.00 
		

		

		

		

		

		

	
	
		b. Fringe & Other Benefits
		

		 $3,000.00 
		

		

		

		

		

		

	
	
		c. Training
		

		 $3,000.00 
		

		

		

		

		

		

	
	
		d. Travel
		

		 $2,000.00 
		

		

		

		

		

		

	
	
		e. Rent
		

		 $6,000.00 
		

		

		

		

		

		

	
	
		f. Phone
		

		 $1,000.00 
		

		

		

		

		

		

	
	
		g. Postage
		

		 $500.00 
		

		

		

		

		

		 
	
	
		h. Supplies
		

		 $500.00 
		

		

		

		

		

		

	
	
		i. Technology/Equipment
		

		 $500.00 
		

		

		

		

		

		

	
	
		j. Marketing/Advertisement
		

		 $500.00 
		

		

		

		

		

		

	
	
		k. Other (Direct Costs)
		

		 $500.00 
		

		

		

		

		

		

	
	
		l. Subtotal of Direct Costs
		

		 $27,500.00 
		

		

		

		

		

		

	
	
		m. Indirect Costs (approved indirect cost %)
		10%
		 $2,750.00 
		

		

		

		

		

		

	
	
		Total Budget
		

		 $30,250.00 
		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

	
	
		Instructions
		

		

		

		

		

		

		

		

	
	
		This worksheet serves to codify your budget.
		

		

		

		

		

		

		

		

	
	
		1. Complete the yellow shaded areas with grant and agency information
		

		

		

		

		

		

		

		

	
	
		2. Complete the blue shaded areas with your budget numbers.
		

		

		

		

		

		

		

		

	
	
		     *For definitions of budget line items, see the budget assumption tab
		

		

		

		

		

		

		

		

	
	
		3. The green cells will calculate to show your total budget.
		

		

		

		

		

		

		

		

	



Sheet 2: Step 2 Plan

	
	
	
	
	
		U.S. Department of Housing & Urban Development
		

		

		

		

		

		

		

		

		

	
	
		Quarterly Planning
		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Agency:
		XXX Housing Agency
		

		

		

		Grant #:
		123
		

		

		

		

		

		

		

		

		

		

	
	
		Period Starting Date:
		1/1/2017
		Period End Date:
		

		6/30/2018
		Grant FY:
		2017
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		Quarter 1 Expenditures
		

		Quarter 2 Expenditures
		

		Quarter 3 Expenditures
		

		Quarter 4 Expenditures
		

		Quarter 5 Expenditures
		

		Quarter 6 Expenditures
		

		Total Expenditures
		

	
	
		Budget Items
		

		Budget
		percentage 
		dollars 
		percentage 
		dollars 
		percentage 
		dollars 
		percentage 
		dollars 
		percentage 
		dollars 
		percentage 
		dollars 
		percentage 
		dollars 
	
	
		a. Personnel (Direct Labor)
		

		 $10,000.00 
		20%
		 $2,000 
		20%
		 $2,000 
		20%
		 $2,000 
		20%
		 $2,000 
		10%
		 $1,000 
		10%
		 $1,000 
		100%
		 $10,000 
	
	
		b. Fringe & Other Benefits
		

		 $3,000.00 
		20%
		 $600 
		20%
		 $600 
		20%
		 $600 
		20%
		 $600 
		10%
		 $300 
		10%
		 $300 
		100%
		 $3,000 
	
	
		c. Training
		

		 $3,000.00 
		100%
		 $3,000 
		0%
		 $-   
		0%
		 $-   
		0%
		 $-   
		0%
		 $-   
		0%
		 $-   
		100%
		 $3,000 
	
	
		d. Travel
		

		 $2,000.00 
		25%
		 $500 
		25%
		 $500 
		25%
		 $500 
		25%
		 $500 
		0%
		 $-   
		0%
		 $-   
		100%
		 $2,000 
	
	
		e. Rent
		

		 $6,000.00 
		20%
		 $1,200 
		20%
		 $1,200 
		20%
		 $1,200 
		20%
		 $1,200 
		10%
		 $600 
		10%
		 $600 
		100%
		 $6,000 
	
	
		f. Phone
		

		 $1,000.00 
		20%
		 $200 
		20%
		 $200 
		20%
		 $200 
		20%
		 $200 
		10%
		 $100 
		10%
		 $100 
		100%
		 $1,000 
	
	
		g. Postage
		

		 $500.00 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		10%
		 $50 
		10%
		 $50 
		100%
		 $500 
	
	
		h. Supplies
		

		 $500.00 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		10%
		 $50 
		10%
		 $50 
		100%
		 $500 
	
	
		i. Technology/Equipment
		

		 $500.00 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		10%
		 $50 
		10%
		 $50 
		100%
		 $500 
	
	
		j. Marketing/Advertisement
		

		 $500.00 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		10%
		 $50 
		10%
		 $50 
		100%
		 $500 
	
	
		k. Other (Direct Costs)
		

		 $500.00 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		20%
		 $100 
		10%
		 $50 
		10%
		 $50 
		100%
		 $500 
	
	
		l. Subtotal of Direct Costs
		

		 $27,500.00 
		

		 $8,000 
		

		 $5,000 
		

		 $5,000 
		

		 $5,000 
		

		 $2,250 
		

		 $2,250 
		

		 $27,500 
	
	
		m. Indirect Costs (approved indirect cost %)
		10%
		 $2,750.00 
		

		 $800 
		

		 $500 
		

		 $500 
		

		 $500 
		

		 $225 
		

		 $225 
		

		 $2,750 
	
	
		Total Budget
		

		 $30,250.00 
		

		 $8,800 
		

		 $5,500 
		

		 $5,500 
		

		 $5,500 
		

		 $2,475 
		

		 $2,475 
		

		 $30,250 
	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Instructions
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		This worksheet allows you to allocate your annual budget across the six quarters of your grant. You may want to allocate costs evenly (1/6 or  16.7% per quarter) or you may choose to more costs towards your early quarters. Some costs like training or equipment may be one time costs.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		1. Complete the blue cells.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Insert the percentage of the budget you expect to expend each quarter. 
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Keep in mind, you may start spending your funds slowly and ramp up in the second quarter. Or, you may choose to expend all your funds over the first four or five quarters so so that you have little to spend in your final quarter.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Note that the agency and budget information in the orange cells will self-populate with data from Step 1.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		2.  Check your work.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - The budget totals in the green cells will auto-calculate.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Confirm that the percentages total 100 (in the first green column)
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Confirm the dollar amounts in the second green column equal the dollars in the orange budget column.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	



Sheet 3: Step 3 Record Actuals

	
	
	
	
	
	
		U.S. Department of Housing & Urban Development
		

		

		

		

		

		

		

		

		

		

	
	
		Budget Actuals vs Projections
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Agency:
		XXX Housing Agency
		

		

		

		Grant #:
		123
		

		

		

		

		

		

		

		

		

		

		

	
	
		Period Starting Date:
		1/1/2017
		Period End Date:
		

		6/30/2018
		Grant FY:
		2017
		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		Quarter 1 Expenditures
		

		Quarter 2 Expenditures
		

		Quarter 3 Expenditures
		

		Quarter 4 Expenditures
		

		Quarter 5 Expenditures
		

		Quarter 6 Expenditures
		

		Total Expenditures
		

		Grant funds
	
	
		Budget Items
		

		Budget
		projected
		actual
		projected
		actual
		projected
		actual
		projected
		actual
		projected
		actual
		projected
		actual
		projected
		actual
		Remaining
	
	
		a. Personnel (Direct Labor)
		

		 $10,000.00 
		 $2,000.00 
		 $1,800.00 
		 $2,000.00 
		 $2,000.00 
		 $2,000.00 
		 $2,200.00 
		 $2,000.00 
		 $2,200.00 
		 $1,000.00 
		 $-   
		 $1,000.00 
		 $-   
		 $10,000.00 
		 $8,200.00 
		 $1,800.00 
	
	
		b. Fringe & Other Benefits
		

		 $3,000.00 
		 $600.00 
		 $500.00 
		 $600.00 
		 $600.00 
		 $600.00 
		 $700.00 
		 $600.00 
		 $700.00 
		 $300.00 
		 $-   
		 $300.00 
		 $-   
		 $3,000.00 
		 $2,500.00 
		 $500.00 
	
	
		c. Training
		

		 $3,000.00 
		 $3,000.00 
		 $-   
		 $-   
		 $2,500.00 
		 $-   
		 $-   
		 $-   
		 $-   
		 $-   
		 $-   
		 $-   
		 $-   
		 $3,000.00 
		 $2,500.00 
		 $500.00 
	
	
		d. Travel
		

		 $2,000.00 
		 $500.00 
		 $500.00 
		 $500.00 
		 $500.00 
		 $500.00 
		 $600.00 
		 $500.00 
		 $500.00 
		 $-   
		

		 $-   
		 $-   
		 $2,000.00 
		 $2,100.00 
		 $(100.00)
	
	
		e. Rent
		

		 $6,000.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $1,200.00 
		 $600.00 
		 $-   
		 $600.00 
		 $-   
		 $6,000.00 
		 $4,800.00 
		 $1,200.00 
	
	
		f. Phone
		

		 $1,000.00 
		 $200.00 
		 $100.00 
		 $200.00 
		 $200.00 
		 $200.00 
		 $200.00 
		 $200.00 
		 $100.00 
		 $100.00 
		 $-   
		 $100.00 
		 $-   
		 $1,000.00 
		 $600.00 
		 $400.00 
	
	
		g. Postage
		

		 $500.00 
		 $100.00 
		 $120.00 
		 $100.00 
		 $120.00 
		 $100.00 
		 $120.00 
		 $100.00 
		 $120.00 
		 $50.00 
		 $-   
		 $50.00 
		 $-   
		 $500.00 
		 $480.00 
		 $20.00 
	
	
		h. Supplies
		

		 $500.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $90.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $110.00 
		 $50.00 
		 $-   
		 $50.00 
		 $-   
		 $500.00 
		 $400.00 
		 $100.00 
	
	
		i. Technology/Equipment
		

		 $500.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $10.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $50.00 
		 $-   
		 $50.00 
		 $-   
		 $500.00 
		 $310.00 
		 $190.00 
	
	
		j. Marketing/Advertisement
		

		 $500.00 
		 $100.00 
		 $200.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $100.00 
		 $50.00 
		 $-   
		 $50.00 
		 $-   
		 $500.00 
		 $500.00 
		 $-   
	
	
		k. Other (Direct Costs)
		

		 $500.00 
		 $100.00 
		 $50.00 
		 $100.00 
		 $50.00 
		 $100.00 
		 $50.00 
		 $100.00 
		 $50.00 
		 $50.00 
		 $-   
		 $50.00 
		 $-   
		 $500.00 
		 $200.00 
		 $300.00 
	
	
		l. Subtotal of Direct Costs
		

		 $27,500.00 
		 $8,000.00 
		 $4,670.00 
		 $5,000.00 
		 $7,370.00 
		 $5,000.00 
		 $5,370.00 
		 $5,000.00 
		 $5,180.00 
		 $2,250.00 
		 $-   
		 $2,250.00 
		 $-   
		 $27,500.00 
		 $22,590.00 
		 $4,910.00 
	
	
		m. Indirect Costs (approved indirect cost %)
		10%
		 $2,750.00 
		 $800.00 
		 $467.00 
		 $500.00 
		 $737.00 
		 $500.00 
		 $537.00 
		 $500.00 
		 $518.00 
		 $225.00 
		 $-   
		 $225.00 
		 $-   
		 $2,750.00 
		 $2,259.00 
		 $491.00 
	
	
		Total Budget
		

		 $30,250.00 
		 $8,800.00 
		 $5,137.00 
		 $5,500.00 
		 $8,107.00 
		 $5,500.00 
		 $5,907.00 
		 $5,500.00 
		 $5,698.00 
		 $2,475.00 
		 $-   
		 $2,475.00 
		 $-   
		 $30,250.00 
		 $24,849.00 
		 $5,401.00 
	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Instructions
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		This worksheet allows you to track your actual costs each quarter and see how much money remains to be expended over the remaining grant period.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		1. Complete the blue cells.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Enter the actual expenditures for the grant quarter by category.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Note that the agency information and budget projections in the orange cells will self-populate with data from Step 2.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		2.  Assess your status.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - The total actual l expenditures and remaining funds in the green cells will auto-calculate.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Compare your quarterly actuals to your projections to see if you are spending your funds as planned.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - If you are running ahead or behind on the quarter, consider how you can adjust in future quarters.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - Look at the total funds remaining in the green column.  Confirm that the totals are positive.  If they are negative, you may have to do some rebudgetting.
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		     - If you have concerns about your budget, go to step 4 for additional analysis.

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet step budget us department of housing amp urban development itemized agency xxx grant period starting date end fy items a personnel direct labor b fringe other benefits c training d travel e rent f phone g postage h supplies i technologyequipment j marketingadvertisement k costs l subtotal m indirect approved cost total instructions this worksheet serves to codify your complete the yellow shaded areas with and information blue numbers for definitions line see assumption tab green cells will calculate show plan quarterly planning quarter expenditures percentage dollars allows you allocate annual across six quarters may want evenly or per choose more towards early some like equipment be one time insert expect expend each keep in mind start spending funds slowly ramp up second all over first four five so that have little spend final note orange selfpopulate data from check work totals autocalculate confirm percentages column dollar amounts equal record actuals vs projections projecte...

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U.S. Department of Housing & Urban Development
Itemized Budget

Agency:	XXX Housing Agency			Grant #:	123
Period Starting Date:	1/1/2017	Period End Date:	6/30/2018	Grant FY:	2017


Budget Items
a. Personnel (Direct Labor)		$10,000.00
b. Fringe & Other Benefits		$3,000.00
c. Training		$3,000.00
d. Travel		$2,000.00
e. Rent		$6,000.00
f. Phone		$1,000.00
g. Postage		$500.00
h. Supplies		$500.00
i. Technology/Equipment		$500.00
j. Marketing/Advertisement		$500.00
k. Other (Direct Costs)		$500.00
l. Subtotal of Direct Costs		$27,500.00
m. Indirect Costs (approved indirect cost %)	10%	$2,750.00
Total Budget		$30,250.00

Instructions
This worksheet serves to codify your budget.
1. Complete the yellow shaded areas with grant and agency information
2. Complete the blue shaded areas with your budget numbers.
*For definitions of budget line items, see the budget assumption tab
3. The green cells will calculate to show your total budget.

U.S. Department of Housing & Urban Development
Quarterly Planning

Agency:	XXX Housing Agency				Grant #:	123
Period Starting Date:	1/1/2017	Period End Date:		6/30/2018	Grant FY:	2017

			Quarter 1 Expenditures		Quarter 2 Expenditures		Quarter 3 Expenditures		Quarter 4 Expenditures		Quarter 5 Expenditures		Quarter 6 Expenditures		Total Expenditures
Budget Items		Budget	percentage	dollars	percentage	dollars	percentage	dollars	percentage	dollars	percentage	dollars	percentage	dollars	percentage	dollars
a. Personnel (Direct Labor)		$10,000.00	20%	$2,000	20%	$2,000	20%	$2,000	20%	$2,000	10%	$1,000	10%	$1,000	100%	$10,000
b. Fringe & Other Benefits		$3,000.00	20%	$600	20%	$600	20%	$600	20%	$600	10%	$300	10%	$300	100%	$3,000
c. Training		$3,000.00	100%	$3,000	0%	$-	0%	$-	0%	$-	0%	$-	0%	$-	100%	$3,000
d. Travel		$2,000.00	25%	$500	25%	$500	25%	$500	25%	$500	0%	$-	0%	$-	100%	$2,000
e. Rent		$6,000.00	20%	$1,200	20%	$1,200	20%	$1,200	20%	$1,200	10%	$600	10%	$600	100%	$6,000
f. Phone		$1,000.00	20%	$200	20%	$200	20%	$200	20%	$200	10%	$100	10%	$100	100%	$1,000
g. Postage		$500.00	20%	$100	20%	$100	20%	$100	20%	$100	10%	$50	10%	$50	100%	$500
h. Supplies		$500.00	20%	$100	20%	$100	20%	$100	20%	$100	10%	$50	10%	$50	100%	$500
i. Technology/Equipment		$500.00	20%	$100	20%	$100	20%	$100	20%	$100	10%	$50	10%	$50	100%	$500
j. Marketing/Advertisement		$500.00	20%	$100	20%	$100	20%	$100	20%	$100	10%	$50	10%	$50	100%	$500
k. Other (Direct Costs)		$500.00	20%	$100	20%	$100	20%	$100	20%	$100	10%	$50	10%	$50	100%	$500
l. Subtotal of Direct Costs		$27,500.00		$8,000		$5,000		$5,000		$5,000		$2,250		$2,250		$27,500
m. Indirect Costs (approved indirect cost %)	10%	$2,750.00		$800		$500		$500		$500		$225		$225		$2,750
Total Budget		$30,250.00		$8,800		$5,500		$5,500		$5,500		$2,475		$2,475		$30,250

Instructions
This worksheet allows you to allocate your annual budget across the six quarters of your grant. You may want to allocate costs evenly (1/6 or 16.7% per quarter) or you may choose to more costs towards your early quarters. Some costs like training or equipment may be one time costs.
1. Complete the blue cells.
- Insert the percentage of the budget you expect to expend each quarter.
- Keep in mind, you may start spending your funds slowly and ramp up in the second quarter. Or, you may choose to expend all your funds over the first four or five quarters so so that you have little to spend in your final quarter.
- Note that the agency and budget information in the orange cells will self-populate with data from Step 1.

2. Check your work.
- The budget totals in the green cells will auto-calculate.
- Confirm that the percentages total 100 (in the first green column)
- Confirm the dollar amounts in the second green column equal the dollars in the orange budget column.

U.S. Department of Housing & Urban Development
Budget Actuals vs Projections

Agency:	XXX Housing Agency				Grant #:	123
Period Starting Date:	1/1/2017	Period End Date:		6/30/2018	Grant FY:	2017

			Quarter 1 Expenditures		Quarter 2 Expenditures		Quarter 3 Expenditures		Quarter 4 Expenditures		Quarter 5 Expenditures		Quarter 6 Expenditures		Total Expenditures		Grant funds
Budget Items		Budget	projected	actual	projected	actual	projected	actual	projected	actual	projected	actual	projected	actual	projected	actual	Remaining
a. Personnel (Direct Labor)		$10,000.00	$2,000.00	$1,800.00	$2,000.00	$2,000.00	$2,000.00	$2,200.00	$2,000.00	$2,200.00	$1,000.00	$-	$1,000.00	$-	$10,000.00	$8,200.00	$1,800.00
b. Fringe & Other Benefits		$3,000.00	$600.00	$500.00	$600.00	$600.00	$600.00	$700.00	$600.00	$700.00	$300.00	$-	$300.00	$-	$3,000.00	$2,500.00	$500.00
c. Training		$3,000.00	$3,000.00	$-	$-	$2,500.00	$-	$-	$-	$-	$-	$-	$-	$-	$3,000.00	$2,500.00	$500.00
d. Travel		$2,000.00	$500.00	$500.00	$500.00	$500.00	$500.00	$600.00	$500.00	$500.00	$-		$-	$-	$2,000.00	$2,100.00	$(100.00)
e. Rent		$6,000.00	$1,200.00	$1,200.00	$1,200.00	$1,200.00	$1,200.00	$1,200.00	$1,200.00	$1,200.00	$600.00	$-	$600.00	$-	$6,000.00	$4,800.00	$1,200.00
f. Phone		$1,000.00	$200.00	$100.00	$200.00	$200.00	$200.00	$200.00	$200.00	$100.00	$100.00	$-	$100.00	$-	$1,000.00	$600.00	$400.00
g. Postage		$500.00	$100.00	$120.00	$100.00	$120.00	$100.00	$120.00	$100.00	$120.00	$50.00	$-	$50.00	$-	$500.00	$480.00	$20.00
h. Supplies		$500.00	$100.00	$100.00	$100.00	$90.00	$100.00	$100.00	$100.00	$110.00	$50.00	$-	$50.00	$-	$500.00	$400.00	$100.00
i. Technology/Equipment		$500.00	$100.00	$100.00	$100.00	$10.00	$100.00	$100.00	$100.00	$100.00	$50.00	$-	$50.00	$-	$500.00	$310.00	$190.00
j. Marketing/Advertisement		$500.00	$100.00	$200.00	$100.00	$100.00	$100.00	$100.00	$100.00	$100.00	$50.00	$-	$50.00	$-	$500.00	$500.00	$-
k. Other (Direct Costs)		$500.00	$100.00	$50.00	$100.00	$50.00	$100.00	$50.00	$100.00	$50.00	$50.00	$-	$50.00	$-	$500.00	$200.00	$300.00
l. Subtotal of Direct Costs		$27,500.00	$8,000.00	$4,670.00	$5,000.00	$7,370.00	$5,000.00	$5,370.00	$5,000.00	$5,180.00	$2,250.00	$-	$2,250.00	$-	$27,500.00	$22,590.00	$4,910.00
m. Indirect Costs (approved indirect cost %)	10%	$2,750.00	$800.00	$467.00	$500.00	$737.00	$500.00	$537.00	$500.00	$518.00	$225.00	$-	$225.00	$-	$2,750.00	$2,259.00	$491.00
Total Budget		$30,250.00	$8,800.00	$5,137.00	$5,500.00	$8,107.00	$5,500.00	$5,907.00	$5,500.00	$5,698.00	$2,475.00	$-	$2,475.00	$-	$30,250.00	$24,849.00	$5,401.00

Instructions
This worksheet allows you to track your actual costs each quarter and see how much money remains to be expended over the remaining grant period.
1. Complete the blue cells.
- Enter the actual expenditures for the grant quarter by category.
- Note that the agency information and budget projections in the orange cells will self-populate with data from Step 2.

2. Assess your status.
- The total actual l expenditures and remaining funds in the green cells will auto-calculate.
- Compare your quarterly actuals to your projections to see if you are spending your funds as planned.
- If you are running ahead or behind on the quarter, consider how you can adjust in future quarters.
- Look at the total funds remaining in the green column. Confirm that the totals are positive. If they are negative, you may have to do some rebudgetting.
- If you have concerns about your budget, go to step 4 for additional analysis.

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