Event Budget Spreadsheet and Fundraiser Profit Tracker
$8.99
This Holiday Event Budget and P&L spreadsheet answers that question. Set a budget for each event, log every out-of-pocket purchase and reimbursement, count the cash box with two people, watch classroom or team allotments, and hand the board one page that shows what each event made or cost, and what it came to per attendee. Built for holiday shops, class parties, movie nights, Christmas pageants, holiday dinners and winter fundraisers.
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What's inside
- Holiday_Event_Budget_PL.xlsx: the blank 9-tab workbook you work in
- Holiday_Event_Budget_PL_EXAMPLE.xlsx: a finished sample season for a fictional elementary school parent group (a three-day Holiday Shop, a Family Holiday Movie Night and Winter Class Parties), so you can see every tab filled in and every kind of flag in action
- START_HERE.txt: what to open first and the recommended order
- Start Here: five steps, a color legend and what each flag means, in plain English
- Setup: organization, season, up to 10 events with expected and actual attendance, your reimbursement deadline and up to 20 groups with their allotments
- Event Budget: up to 100 budget lines by event, revenue or cost and category; actual, variance $ and variance % fill in from your receipts and cash counts
- Purchases and Reimbursements: up to 200 purchases with who paid, receipt Y/N, who approved, date reimbursed and check # or method; days outstanding and a flag on every row
- Revenue and Cash Count: up to 30 counts with two counters, the starting float, card/online sales from your payment app and the deposit; shows the count difference, cash revenue, total revenue and deposit difference
- Group Allotments: classrooms, Sunday school classes, teams or committees; spent, remaining, % used and an overspend flag
- Event Summary: budgeted and actual revenue and cost, net, net per attendee, a "Made $X" or "Cost $X" status and open flags for each event
- Season Summary: the one-page report for the board: season totals, each event's net, the top 3 overspent categories, open reimbursements (count and $), open flags by type, and one status line: "✓ All events closed out" or "⚠ N items need attention"
- Lists: the categories and dropdown lists, in one place
Who it's for
- Treasurers and event chairs at PTO-style parent groups, booster clubs, youth troops and packs, and school and community clubs, plus churches running a Christmas pageant, holiday dinner or children's ministry party. It fits anyone running 2 to 10 events a season who uses Excel or Google Sheets at a basic level and isn't an accountant
Before you buy
This template is an organizational tool, not tax, legal, or accounting advice. Check with your accountant or tax advisor for your organization's specific requirements. Not approved or endorsed by any school, school district, church, denomination, national organization or regulator. The sample organization, people and numbers in the EXAMPLE file are fictional. Built by ReconciledBooksCo, a small shop run by an experienced accountant.
Excel and Google Sheets. No macros. Paid spreadsheet products include a blank file and a filled example, plus a Start Here tab in plain English.
Licensed for one organization per purchase.
