How to plan and forecast your school budget effectively

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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

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.