BREAK IT DOWN.

• Separate budgets into categories to make estimating easier.
• Make realistic predictions of required resources for each category.
• Create spreadsheets to capture budget details.

SUMMARIZE AND EVALUATE.

• Organize budget details so they can be summarized by category and time period.
• Analyze the figures and make adjustments where needed.
• Use a Colored Pressboard Fastener Folder to organize the budget. Use different colors to distinguish budgets for different projects or time periods.
• Print out summary and category detail reports. Fasten summaries on the left panel.
• Add a Manila Folder Divider with Fastener to the right panel for each category. Fasten category detail reports and supporting documents to its divider.
• Use a Viewables label to clearly identify the budget file. Keep in a file drawer.

MONITOR AND COMPARE.

• Review the budget regularly to compare actual figures with your budget predictions.
• Print periodic summary reports. Fasten them to the left panel in sequence.
• Make adjustments if actual figures vary from budget expectations. Submit for approval if needed.

1. Colored Pressboard Fastener Folders
2. Manila Folder Dividers with Fastener
3. Viewables® Color Labeling System