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Account Budget Compliance Tracker Template

The document outlines a budget report with a total approved budget of $6,000. It details individual accounts, their approved budgets, actual expenditures, variances, and compliance statuses, indicating that 6 accounts are compliant while 4 are non-compliant. Overall, the report highlights the need for corrective actions in cases of non-compliance due to over-expenditure.

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techsuresh2023
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10 views76 pages

Account Budget Compliance Tracker Template

The document outlines a budget report with a total approved budget of $6,000. It details individual accounts, their approved budgets, actual expenditures, variances, and compliance statuses, indicating that 6 accounts are compliant while 4 are non-compliant. Overall, the report highlights the need for corrective actions in cases of non-compliance due to over-expenditure.

Uploaded by

techsuresh2023
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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VARIANCE

###
TOTAL BUDGET APPROVED

$6,000.00
###
TOTAL ACTUAL EXPEDINTURE

ACCOUNT BUDGET COMPL

DATE ACCOUNT NAME BUDGET APPROVED

1-Jan-2024 Acme Investments $ 50,000.00

2-Jan-2024 Smith Capital $ 30,000.00

5-Jan-2024 Johnson Holdings $ 70,000.00

8-Jan-2024 Davis Financial $ 20,000.00

12-Jan-2024 Roberts Ventures $ 45,000.00

15-Jan-2024 Brown Investments $ 60,000.00

18-Jan-2024 Wilson Capital $ 35,000.00

22-Jan-2024 Miller Holdings $ 25,000.00

25-Jan-2024 Thompson Finance $ 55,000.00

28-Jan-2024 Garcia Investments $ 40,000.00


COMPLIANCE STATUS

COMPLIANT 6

60.00%
$6,000.00 NON-COMPLIANT 4

40.00%

GET COMPLIANCE TRACKER

UDGET APPROVED ACTUAL EXPENDITURE VARIANCE COMPLIANCE STATUS

50,000.00 $ 45,000.00 $ 5,000.00 COMPLIANT

30,000.00 $ 28,000.00 $ 2,000.00 COMPLIANT

70,000.00 $ 75,000.00 $ (5,000.00) NON-COMPLIANT

20,000.00 $ 18,000.00 $ 2,000.00 COMPLIANT

45,000.00 $ 50,000.00 $ (5,000.00) NON-COMPLIANT

60,000.00 $ 55,000.00 $ 5,000.00 COMPLIANT

35,000.00 $ 38,000.00 $ (3,000.00) NON-COMPLIANT

25,000.00 $ 20,000.00 $ 5,000.00 COMPLIANT

55,000.00 $ 60,000.00 $ (5,000.00) NON-COMPLIANT

40,000.00 $ 35,000.00 $ 5,000.00 COMPLIANT


SET UP

Compliant

Non-Compliant
The actual expenditure is within the allocated budget. This status indicates that the spending
is under control and aligned with the budget plan.
The actual expenditure exceeds the allocated budget. This status indicates that the spending
has surpassed the budget, and corrective actions may be needed to address the over-
expenditure.

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