Free template, copy and use

Free budget review meeting template

A budget review compares plan with reality and decides what to change. This template shows variances with their reasons and ends with decisions, not just numbers.

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Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Budget review meeting template

Review

Team / department: [name] | Period: [month / quarter] | Date: [date]

Budget vs actual

[Line] | Budget: [ ] | Actual: [ ] | Variance: [ ]

Variances to explain

[Line] | Reason: [ ] | One-off / Ongoing

Forecast to year end

Forecast: [ ] | vs budget: [ ]

Requests

[Request] | Amount: [ ] | Why: [ ]

Decisions

[Decision] | Owner: [name]

How to use this template

  • Explain only variances above an agreed threshold.
  • Say whether each variance is one-off or ongoing.
  • Bring requests with a reason and an amount.

Skip the typing

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Frequently asked questions

Related:

How often should budgets be reviewed?

Monthly for most teams, with a deeper review each quarter.

What is a budget variance?

The difference between what was budgeted and what was actually spent or earned.

Is this budget review meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the budget review meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.