Free Non-Profit Budget Templates for Smarter Financial Planning

Running a nonprofit organization means keeping a close eye on your impact. But also your income.

Every donation, program, and outreach effort is tied back to the budget. While finances might not be the most exciting part of the work, they’re what keep everything moving.

The good news? You don’t need expensive tools or complex spreadsheets to get organized. With the right free templates, budgeting feels a lot more manageable and even empowering. 

This guide rounds up easy-to-use, nonprofit-friendly budget templates to help you plan clearly and spend wisely.

What Are Nonprofit Budget Templates?

Nonprofit budget templates are simple tools that help you plan, track, and organize your business’s finances. They give you a structured way to map out where your money is coming from, like donations, grants, or fundraising events, and where it’s going, like program costs, salaries, or day-to-day operations.

Unlike general business budgets, these templates are built with the unique needs of nonprofits in mind. That means they often include space for in-kind contributions, grant reporting, or restricted vs. unrestricted funds.

Top Nonprofit Budget Templates at a Glance

Here’s a quick summary table for the best nonprofit budget templates:

Template Name	Download Template	Ideal For	Best Features	Visual Format
Simple Budget Template	Get free template	Nonprofits and individuals managing income, expenses, and financial progress	Group expenses, annual view, export/share reports	List, Doc
Marketing Budget Template	Get free template	Marketing teams tracking campaign budgets	Quarterly tracking, campaign grouping, editable fields	List, Board
Project Budget Template with WBS	Get free template	Project managers handling multi-phase nonprofit projects	Work breakdown, color-coded tasks, phase grouping	List, Board
Business Budget Template	Get free template	Businesses needing a comprehensive view of finances	Custom fields, multiple views, detailed forms	List, Doc
Event Budget Template	Get free template	Event planners, fundraising teams	Task assignments, vendor tracking, status views	List, Board
Budgeted Project Management Template	Get free template	Teams managing projects with fixed budgets	Cost estimates, budget tracking, timeline/milestones	List, Board
Project Cost Management Template	Get free template	Nonprofit project managers tracking/approving costs	Internal forms, approval status, calendar view	List, Board, Calendar
Budget Proposal Template	Get free template	Project leads, nonprofit proposals	Project summary, cost breakdown, tables, collaboration	Doc
Monthly Expense Report Template	Get free template	Employees, managers tracking monthly expenses	Expense categories, subtotal fields, clear descriptions	List, Doc
Budget Report Template	Get free template	Business owners, finance teams	Actual vs. expected, yearly overview, notes, trends	Doc
Finance Management Template	Get free template	Finance/operations teams, nonprofits	Quotes, invoices, vendor management, SOPs	List, Doc
Nonprofit Event Planning Template	Get free template	Nonprofit teams planning events/campaigns	Gantt chart, volunteer tracking, forms, dashboards	List, Board, Gantt
Nonprofit Annual Report Template	Get free template	Nonprofit teams summarizing annual impact	Table of contents, data/stories, embedded visuals	Doc

What Makes a Good Nonprofit Budget Template?

A strong nonprofit template should support both daily decision-making and long-term planning. Here’s what to look for:

• Clear income and expenses: A good nonprofit budget template should organize your  expense bills and revenue sources to make your budgeting process easy to follow and update
• Built-in financial reports: Helpful nonprofit operating budget templates make it simple to generate reports for your board, funders, or grant applications without reworking your entire spreadsheet
• Dedicated sections for expenses: Good templates separate core operational costs from program expenses, letting you evaluate impact and allocate funds accurately
• Customizable categories: Every nonprofit is different. A flexible template lets you tailor line items to match your organization’s unique project budgets and goals
• Visibility into financial health: The best nonprofit budget templates help you see how much you have, what’s been spent, and what you’ll need, for informed decisions

Best NonProfit Budget Templates

Platforms like , the everything app for work, have several nonprofit budget templates to simplify expense tracking, funding allocation, and financial planning.

Here are the best nonprofit budget templates it offers for your use:

1. Simple Budget Template

This Simple Budget Template gives you a full picture of how much you’re earning and spending each month and across the year. It’s designed like a living ledger for your nonprofit’s budget, with tasks that represent your income and expenses, grouped and labeled for clarity.

Views like Income, Expenses, and Net Cash help you see where funds are going, what’s coming in, and what’s left over. You can use them to group your earnings and spot high-spending categories.

🌟 Here’s why you’ll like this template:

• Group program expenses for better visibility and expense management
• Get a comprehensive view of all financial transactions incurred in a year by account type 
• Export and share your reports and budgets with board members easily

2. Marketing Budget Template

The Marketing Budget Template by lays out your goals, timelines, spending, and results so that every quarter’s plans stay clear and on track.

All your campaigns are organized by type and quarter, with budget, spend, and balance fields doing the math for you. It allows you to adjust campaign details as you go and view your financial progress updates in real-time.

🌟 Here’s why you’ll like this template:

• Track your quarterly spending against your planned budget
• Group fundraising campaigns by type to stay organized and compare spending
• Update impact, effort, and status quickly with editable fields

3. Project Budget Template with WBS

’s Project Budget Template with WBS helps you break down tasks into manageable pieces, assigning a clear budget to each part. Using a structured work breakdown approach, you’ll see what needs to get done, how much time and money each phase requires, and what happens if something slips off schedule.

Everything is organized by project phase, making it easier to assign responsibilities, adjust timelines, and track costs as you progress.

🌟 Here’s why you’ll like this template:

• Break down projects into manageable tasks and allocate resources accordingly
• Reschedule tasks and decrease or increase their duration using drag-and-drop 
• Color-code your tasks by Status and group them by Phase for clarity

4. Business Budget Template

What happens when your expenses outpace your plans and you don’t realize it until it’s too late? ’s Business Budget Template makes sure this situation doesn’t occur. It helps lay the foundation for a steady, informed budgeting process across your business operations. 

From sales and salaries to operational expenses and monthly budgets, the template organizes everything neatly. Expenses are organized by category, allowing you to track costs, identify trends, and plan with purpose.

🌟 Here’s why you’ll like this template:

• Use Custom Fields like Employment Type, Product Type, and Projected Value to store important info
• Overview budget by type, or get a comprehensive view of the total budget with multiple views
• Capture detailed financial data using built-in forms

5. Event Budget Template

The secret to holding a successful fund-raising event lies in keeping every detail organized, on budget, and on time. And ’s Event Budget Template helps you achieve that! 

With this, you can manage multiple events in one place, from task assignments and vendor tracking to program expenses and real-time updates. It helps you break down each event by type, audience, and location while keeping a close eye on how much is being spent versus what was planned.

🌟 Here’s why you’ll like this template:

• Assign responsibilities to teammates with due dates, priorities, and allocated budget
• Keep vendor details, quotes, and invoices in one place
• View tasks by status, including To Do, In Progress, and Completed

6. Budgeted Project Management Template

The Budgeted Project Management Template by helps you stay on top of your project budget and timelines. It’s designed to help you map out your tasks with budget details baked in, so you’re never managing blindly.

It lets you estimate, assign, and execute with full awareness of financial impact at every stage. With clear fields for cost, effort, and status, it becomes easier to keep your projects moving forward without overspending.

🌟 Here’s why you’ll like this template:

• Add cost estimates and track actual spending as work progresses
• Get early signals on budget overruns with built-in formulas
• Determine the project timeline and milestones through active discussion with your team

7. Project Cost Management Template

Before a single task kicks off, there’s always the same question: how much will this project cost? The Project Cost Management Template by gives you a clear, structured way to collect estimates, track approvals, and maintain realistic accounting expectations.

With built-in forms for submitting proposals, detailed cost breakdowns, and a board to manage approval status, it ensures everyone is in the loop.

🌟 Here’s why you’ll like this template:

• Submit project budget requests with a ready-to-share internal form
• Track approval status at a glance and move requests forward easily
• Visualize deadlines and budget timelines on a built-in calendar

8. Budget Proposal Template

The Budget Proposal Template helps you make a strong case for your next project. It’s set up with everything you need to outline your proposal clearly, from project overview and contracts to a detailed cost breakdown.

Sections for personnel, materials like office supplies, logistics, and events are already built in with nested pages, so you don’t have to start from scratch. Each part is designed to help board members see the full picture and make confident funding decisions.

🌟 Here’s why you’ll like this template:

• Present your project summary, goals, and timeline in one place 
• Use tables to make spending estimates easy to follow
• Keep everything shareable and editable for real-time collaboration with this budget proposal template

9. Monthly Expense Report Template

The Monthly Expense Report Template by is perfect for capturing your true program costs clearly and efficiently. It guides you through filling in employee details and categorizing costs like travel, lodging, meals, and more, making it easier to stay organized and accountable.

It comes with a dedicated section that sums up all expense types, while a detailed breakdown lets you add dates, descriptions, and amounts for every charge.

🌟 Here’s why you’ll like this template:

• Log expenses with easy-to-use categories tailored to common costs
• Keep your totals accurate with the subtotal and cash advance fields
• Provide clear descriptions for every expense entry, along with type, date, and account

10. Budget Report Template

The Budget Report Template by puts your financial performance front and center, making it easier to spot where you’re hitting your goals and where there’s room to improve. 

The template breaks down actual versus expected month by month, with space to add notes. It also offers a yearly overview and competitive summary, giving you a solid handle on both the big picture and the details.

🌟 Here’s why you’ll like this template:

• Break down incoming amounts and costs by region 
• Highlight variances and add notes for deeper insights
• Track yearly trends

11. Finance Management Template

Looking to keep your company’s finances structured and easy to navigate? ’s Finance Management Template brings every part of your nonprofit’s financial process into one connected space. 

Donations, invoices, reimbursements, purchase orders, and more are neatly organized so your team knows exactly where to look and what to do next.

Use it to create quotes, monitor invoice timelines, manage product and service details, and keep expense records up to date without switching between tools.

🌟 Here’s why you’ll like this template:

• Track quote stages, invoice progress, and payment schedules with clarity
• Manage vendor details, costs, and documentation in ready-made fields
• Access editable SOPs to keep service quality consistent and transparent

12. Nonprofit Event Planning Template

Planning an event for a nonprofit calls for precision and coordination across every team involved. The Nonprofit Event Planning Template from creates a shared space where timelines, tasks, and responsibilities are aligned.

It provides structured lists to track event stages, detailed tasks, and approval flows, empowering teams to focus on what matters and propel nonprofits toward greater impact. 

Powered by for Non-Profits, it offers a suite of tools designed to support your unique workflow. It lets you assign volunteers and staff, track funding progress in real-time, and use customizable fields to capture key details.

You can visualize your entire benefit event plans through multiple views and utilize time tracking to manage volunteer hours. Additionally, with integrated forms, you can easily collect volunteer applications or feedback, while built-in dashboards provide a quick snapshot of your team’s status.

🌟 Here’s why you’ll like this template:

• Visualize the event schedule and the time you have to complete tasks with a Gantt chart
• Brainstorm ideas and keep all additional resources in one place
• Monitor each task’s progress with automated completion tracking

13. Nonprofit Annual Report Template

Your impact deserves to be seen, and this Nonprofit Annual Report Template by offers a structure for just that. It offers a clean layout to showcase your achievements, financials, and future vision in one cohesive document.

With sections for stories of change, special mentions, and financial summaries, this template helps you craft a compelling narrative that inspires and strengthens the trust of nonprofit leaders.

🌟 Here’s why you’ll like this template:

• Navigate sections effortlessly with a built-in table of contents
• Add data, stories, and acknowledgments in a clear, structured layout
• Embed task updates, links, or visuals directly into your report with this nonprofit template

Drive Your Mission Forward With True Program Cost Using

Nonprofit budget templates take the stress out of managing finances by giving you a clear, organized way to plan, track, and share your budget with your board members.

They help your team see where funds are going and what’s needed next, so you focus more on making an impact and less on paperwork.

takes your impact a step ahead by bringing everything together in one place, making teamwork smoother and more connected. Whether you’re coordinating volunteers, managing projects, or tracking donations, keeps your whole team aligned and moving forward.

✅ Sign up for free today!

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