Budgeting tool for a non-profit organization
Peltola, Juha-Matti (2017)
Haaga-Helia ammattikorkeakoulu
2017
All rights reserved
Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2017111617173
https://urn.fi/URN:NBN:fi:amk-2017111617173
Tiivistelmä
The idea for this thesis came from the thesis authors personal experience as a board member and chairman of the student association Talko ry. During this period it was noticed that a simpler way to view the associations current financial position was needed. Through dis-cussions with other board members the idea of a budgeting tool which could gather all the key information of the associations finances would be useful.
This thesis covers the creation of a budgeting tool for a non-profit organization, what theory was used and why, also a user manual is included. The projects purpose was to build a tool for the student association that would help them with their financial planning and control. Based on interviews with association board members this was decided to include a com-bined cash budget and a variance analysis / budget control tool that would be linked to vari-ous budgeting elements to be able to easily and effectively measure the current financial position of the organization.
The project was demarcated to consist only of a budgeting tool for Talko ry, while the theo-retical elements of the thesis could be used in a wider project it is not the main purpose of this thesis.
The final product contains the original plans for a variance analysis / budget control tool and a monthly cash budget tool to help understand the monthly cash balance. To aid in import-ing actual expenses and revenues also a direct method to add reports from the associations accounting program was included.
The project took place from the spring of 2015 to the fall of 2017.
This thesis covers the creation of a budgeting tool for a non-profit organization, what theory was used and why, also a user manual is included. The projects purpose was to build a tool for the student association that would help them with their financial planning and control. Based on interviews with association board members this was decided to include a com-bined cash budget and a variance analysis / budget control tool that would be linked to vari-ous budgeting elements to be able to easily and effectively measure the current financial position of the organization.
The project was demarcated to consist only of a budgeting tool for Talko ry, while the theo-retical elements of the thesis could be used in a wider project it is not the main purpose of this thesis.
The final product contains the original plans for a variance analysis / budget control tool and a monthly cash budget tool to help understand the monthly cash balance. To aid in import-ing actual expenses and revenues also a direct method to add reports from the associations accounting program was included.
The project took place from the spring of 2015 to the fall of 2017.