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Tools Budget Tracking

Budget Tracking

You can track projected (estimate) costs and actual costs through Excel or other similar software. Your organisation may already have finance software, but sometimes it is easier to also track costs using simple software like Excel.

It is recommended that you enter actual costs as they come in. Data management is very important, especially if you want to know the true cost of project. Keep a track of receipts and other paperwork. You may want to code your receipts and paperwork to match your tracking table for audit purposes.

It is also good to keep notes that explain reasons for differences in projected and actual costs as this provides lessons and a guide for future projects, as well as helping in reporting.

A simple Excel template to track your costs is provided here.


Costing template



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Please make a donation to upgrade the Evaluation Toolbox.

The Evaluation Toolbox is maintained by Damien Sweeney and Martin Pritchard from PREA as their in-kind contribution back to the community. The Toolbox now needs several weeks of work to review and upgrade all the contents and add new content for you. Work has begun and we are seeking your donation (big or small) to help support this major upgrade. Email us to indicate what you want to be included in the Toolbox.

case study

What is the Toolbox?

The toolbox aims to provide a one-stop-site for the evaluation of community sustainability engagement projects that aim to change household behaviours. Through the toolbox you can learn how to conduct your own evaluation of a behaviour change project using the guides and templates provided.

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Why Evaluate?

Conducting an evaluation is considered good practice in managing a project.

The monitoring phase of project evaluation allows us to track progress and identify issues early during implementation, thus providing and opportunity to take corrective action or make proactive improvements as required.

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