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💼 IEF Nonprofit Basic Operating Budget Designer

Design your comprehensive budget structure and Chart of Accounts

Part of the Discover Your Success Toolkit

📋 Organization Information

Please enter your organization name
Please select at least one tracking preference

💰 Income Stream Identifier

Select all revenue sources your organization receives:

Please select at least one income source

🎯 Program Tracking Section

📊 Expense Category Builder

Select all expense categories your organization has:

Please select at least one expense category

📈 Budget Design Recommendations

💵 Recommended Income Accounts

💸 Recommended Expense Accounts

🎯 Program Tracking Recommendations

✅ Next Steps Checklist

  • Share these recommendations with your bookkeeper or accountant
  • Review and customize account names to match your organization's terminology
  • Set up your accounting software with these accounts
  • Establish monthly reconciliation procedures
  • Create a budget vs. actual reporting schedule
  • Train staff on proper expense categorization
  • Schedule regular budget review meetings
⚠️ Important: We are not CPAs or lawyers. Always consult with qualified professionals for financial and legal advice.
🌟 Discover Your Success Toolkit
Created by Alayna Marie Weimer | Bend, Oregon
Operated through IEF Fractional Services under license
© 2025 Alayna Marie Weimer. All Rights Reserved.
🔒 PROPRIETARY & CONFIDENTIAL - Available by paid license only
⚠️ Unauthorized use, copying, or distribution prohibited
Contact: alayna@ignitepositivechanges.com