What is an Expense Budget Model for State and Local Government?

Expense Budget input forms are considered a key part of annual budget models and are used by budget managers and department heads to enter planned expenses for the next fiscal year. Some of the key functionality in this type of budget template is that it displays multiple years of history as well as prior year’s adopted expense budget. Department managers can adjust the provided baseline budget up or down by a percent or amount. They can also document any important information using the comment fields on each row, and they can enter detail below the GL account level seen on the input screen. You find an example of this type of budget template below.

Purpose of Expense Budget Models

State and local governments use Expense Budget Models to easily capture planned expenses, including at the line item detail level with justifications. When used as part of good business practices in a Budgeting and Planning department, a government can improve its annual budget process as well as reduce the chances that users don’t document important funding requests or that the organization don’t have time to provide multiple budget iterations or scenarios.

Expense Budget Model Example

Here is an example of an Expense Budget input form.

Expense Budget Model for State and Local Government Example

Expense Budget Model for State and Local Government Example

You can find hundreds of additional examples here

Who Uses This Type of Budget template?

The typical users of this type of budget template are: Budget Managers, department heads.

Other Budget templates Often Used in Conjunction with Expense Budget Models

Progressive Budgeting and Planning Departments sometimes use several different Expense Budget Models, along with payroll input forms, capital budget forms, revenue models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples