Free template
Annual Club Budget Template
A club budget isn't accounting theater — it's how the board decides what the club will actually do this year, and how the treasurer avoids surprises in March. This template uses the categories volunteer-led clubs actually have, with columns to compare budget against reality as the year unfolds.
No email required. Use it, share it, adapt it for your club.
What's in the template
Club name
Fiscal year
Prepared by
Approved by board on
Income
| Category | Last year actual | This year budget | Actual to date |
|---|---|---|---|
| Membership dues | |||
| Fundraiser proceeds (net) | |||
| Event revenue (registrations, tickets) | |||
| Sponsorships and grants | |||
| Donations | |||
| Other income | |||
| Total income |
Expenses
| Category | Last year actual | This year budget | Actual to date |
|---|---|---|---|
| Dues remitted to district / national | |||
| Service projects and programs | |||
| Scholarships and charitable giving | |||
| Event costs (venue, food, supplies) | |||
| Meeting costs | |||
| Insurance | |||
| Administration (software, PO box, supplies) | |||
| Website and communication | |||
| Officer training and conventions | |||
| Miscellaneous | |||
| Total expenses |
Summary
| Last year | This year budget | Actual to date | |
|---|---|---|---|
| Total income | |||
| Total expenses | |||
| Net surplus / (deficit) | |||
| Reserves at year end |
Tip: If dues collection is a chronic gap in the income line, the problem is usually friction, not willingness — clubs that invoice members online with card payment collect faster and chase less.
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