Budgeting & Forecasting for Non-Profits: Build Smarter, Plan Better

Join Finatical for an in-depth, practical session explicitly designed for Non-Profit finance teams. In this webinar, you’ll learn how to streamline and strengthen your budgeting and forecasting process — from start to finish — all within Excel and QuickBooks Online.

We’ll cover:
✅ Proven budgeting strategies tailored for nonprofit organizations
✅ How to build a complete budget workbook and present it to your board
✅ Uploading budgets by Class directly into QuickBooks Online
✅ Creating insightful Budget vs. Actual reports for better decision-making
✅ Building accurate monthly forecasts

Throughout the session, we’ll show you how Flash Reports can save you hours during budget season — automating manual steps and delivering presentation-ready reports that refresh instantly.

00:00 Introductions
01:38 Learning Objectives
04:35 Common Budgeting Challenges
06:25 Recommendations for QuickBooks Layout for NonProfits
08:50 Statement of Activities Example
09:33 Budgeting Methods, Top Down vs. Bottom Up
14:08 Why Keep Your Budget in QuickBooks?
17:36 The Budget Cycle Process
19:38 Demonstration, Creating the Budget Template with Flash Reports
24:58 Exploding the Budget Report
26:00 Making Changes and Updates
29:00 Org Level Total Level Budget
32:30 Budget Board Report, Board Presentation with Flash Reports
36:20 Forecasting, Forecast Actual/Budget per Month
39:00 Higher Level Forecast
40:50 Uploading the Budget to QBO
46:35 Summary of Benefits of the Process
48:50 Q&A
55:00 About Flash Reports