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Experience with Consultant Julie…
Experience with Consultant Julie Roberts - Julie has been amazing in her support with our Academy's transition to the DfE Chart of Accounts. Julie i…
How to plan and forecast your school budget effectively
Take control of your school's financial future. Fill out the form to gain instant access to our comprehensive guide.
Access Education Budgets
Our guide covers...
The school budget planning process helps ensure you can deliver your three to five-year educational and developmental priorities while balancing the budget, and it can reap big benefits.
This guide takes you through...
- Key stages of the school budget preparation process
- Gives you practical advice for better planning
- Provides hints and tips for more accurate forecasting
Over 8,500 school business professionals trust Access Education Budgets
Why choose our school budget software
School specific
Designed for schools, our easy-to-use software makes it easy for non-finance staff as well as school finance professionals to manage budgets.
Secure and cloud-based
100% cloud-based with secure access through Access Workspace, anytime, anywhere.
5-year forecasting
Forecast and plan your school budget for up to 5 years, increasing your visibility so your school can avoid deficits, track spending, and plan for success.
Scenario planning
Model the financial impact of multiple scenarios, such as changes in staff, pay, pupils, income or expenditure and more.
Powerful reporting
Produce and view powerful reports, including income and expenditure, monthly staffing profile and pupil reports all in real-time.
DfE & ESFA reports
Our Governor report combines your budget forecast with actual income and expenditure commitments, while our ESFA report helps academies submit their budget forecast returns.
Salary modelling
Understand the impact of your school’s biggest cost to estimate your end of year outturn and plan your school budget. Easily model and monitor changes to staff costs and benefit from automatic payroll calculations.
Income & expenditure
Track, manage and report on all your school’s income and expenditure to ensure your budget stays on track.
Find out more about how our school budgeting software can save you money
More than just great school budgeting software
We are dedicated to providing our customers with award-winning implementation and support to help them get the most out of their software.
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New user Training session
We had a new user Training session with Julie Roberts which was excellent. Julie is really knowledgeable and delivery of the training was really clea…
Who knew that year end training could…
Who knew that year end training could be so informative when delivered by such an experienced trainer as Julie Roberts that is what you get. Her und…
Super support as always
Super support as always
Excellent Support from Julie Roberts
Julie has been incredibly helpful—her guidance was clear, prompt, and very informative. Response times were impressively quick, and her support made …
Julie Roberts Training
Just completed Access training with Julie Roberts, and I can't speak highly enough of her. Julie's thorough explanations of Access's functions, parti…
Access Year End Training
We achieved our objectives and more during this meeting. Consultant Julie Roberts facilitated the session effectively, making the exercise straightfo…
Access Education Finace - Year end training
The Finance Year-End Training provided by Julie Roberts on 12/8/25 was well-structured and informative. Julie's understanding of financial reporting …