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Microsoft Excel for budgeting

  • Start: 2nd July, 2024 @ 10:00AM
  • End: 2nd July, 2024 @ 12:00PM
  • Online

As a small charity or community organisation you’ll need to plan and accurately record the money you are receiving for your activities and how you have spent it.

Excel spread sheets are a simple way to help you create a weekly, monthly or annual budget to keep you on track and report effectively to your funders.

In this bite-sized, practical hands-on session you will learn simple calculations to help you budget for specific projects or your overall accounts, with a summary sheet that updates as you enter your ongoing data.

Follow up support can be provided.

This forms part of our Digital Foundations programme https://superhighways.org.uk/training-advice-and-technical/digital-basics

Pre-course requirement

You will need to be able to join this session from a PC or laptop with Excel installed to be able to participate in the training. The session is designed for people using Microsoft Excel 2016, 2019, 2021 or the Microsoft 365 Excel desktop App on a Windows PC / laptop. If you have an earlier version of Excel, are using the Microsoft 365 Web App in a browser, or are working on a Mac, you’ll find that some of the features we look at either don’t exist or are accessed differently. Please check the version of Excel you are running by opening Excel, click on ‘file’ and then on ‘account’ and you will see the version you are running in the right hand-side of the window.

Am I eligible for this course?

This is a beginners’ budgeting course. However, if you have no knowledge of Excel you will find it helpful to attend ‘An Introduction to Microsoft Excel’ first.

Is this course for me?

This course is for staff, trustees or volunteers of small London charities or community groups who need to create a simple digital budget.

Course format

Online technical group training

This is an online interactive live training session. You’ll take part in interactive exercises such as breakout room discussions, polls or chat conversations.

You will be asked to complete individual technical tasks on your PC or laptop. You will not be able to join this training using a mobile device. It’s likely that you will need to either create online accounts or download appropriate software, which we’ll tell you about in advance.


Kate White has managed Superhighways for over 20 years and has extensive experience in supporting small charities and community organisations to be more efficient and effective using digital technology for social impact.