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Last reviewed on 8 February 2021
Ref: 2430
School types: All · School phases: All

Download and use our budget checklist to track tasks by month across the financial year, and get advice on the main things you need to consider.

Download our annual budget checklist

It has all the tasks you may need to carry out during the year, and suggests months in which to carry them out. 

Maintained schools – based on the April to March financial year

Keydoc - annual budget checklist - maintained schools

Academies – based on the academies' financial year, from September to August

Keydoc - annual budget checklist - academies

Plan at least 3 years ahead

Think about future costs 

To create an effective budget:

  • Identify what you want to achieve through your school improvement plan (SIP)
  • Cost it as specifically as you can


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