Budget management: annual to-do list and guidance

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.

Last reviewed on 2 January 2024
School types: AllSchool phases: AllRef: 2430
  1. Download our annual budget checklist
  2. Plan at least 3 years ahead
  3. Academies: additional considerations

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) DOC, 228.0 KB

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

KeyDoc: annual budget checklist (academies) DOC, 236.0 KB

Plan at least 3 years ahead

Think about future costs 

To create an effective budget:

Your budget should show clear links to your SIP

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