Financial Management


Financial Management

Toolkit Overview:

Math isn’t everyone’s strong suit—that’s one of the reasons why organizing and working through finances can be so daunting. To make matters worse, for grassroots organizations with minimal resources, it’s difficult to afford accounting software, let alone an accountant. Microsoft Excel, however, is free with your Office Suite and can be very useful for organizations and leaders that are working to build budgets, track expenditures, and manage finances. This toolkit will guide you through some of the simple functions that Excel offers that can make all this money management easier.

Learning Objectives:

• To use excel to create financial tools, templates, and tables (or revise someone else’s tools, templates and tables) to meet your needs 
• To apply these skills to other aspects of your organization’s administration and reporting

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LEARNING TOOLS:

Resource Sheets

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Excel for PC

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Excel for Mac

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