BREAK IT DOWN.

• Separate budgets into categories to make estimating easier.
• Make realistic predictions of required resources for each category.
• Create spreadsheets to capture budget details. Use the calculating functions for accuracy and to make it easier to adjust the budget.

SUMMARIZE AND EVALUATE.

• Organize budget details so they can be summarized by category and time period.
• Analyze the results of your predictions. Make adjustments where needed.
• Print out summary reports and category detail reports. Use a Manila Report Folder to organize ledger size reports. The fasteners keep the reports in the proper order.
• Fasten letter size reports and supporting documents to the right panel of the folder.
• Use a Viewables label to clearly identify the budget file. Keep in a file drawer.

MONITOR AND COMPARE.

• Review the budget regularly to compare actual figures with your budget predictions.
• Print periodic summary reports. File in sequence in the report folder.
• Make adjustments if actual figures vary from budget expectations. Submit for approval if needed.

1. Manila Report Folders
2. Viewables® Color Labeling System