ERG Budget Tracker | 2027 Edition
Plan, track and forecast your ERG budget in one auto-calculating spreadsheet for Excel and Google Sheets.
$59.00
Keep your ERG’s budget organized from the first plan to the last receipt. The ERG Budget Tracker turns your Annual Operating Plan into a simple, auto-calculating spreadsheet. Your treasurer logs each expense once, and every total, forecast and chart updates on its own.
Built by an ERG Culture Architect with 11 years of experience supporting ERGs and more than $13M in ERG budgets tracked.
What it does for you
Budget at a glance: a one-page ERG Summary shows your approved budget, paid to date, committed spend, forecast and remaining balance.
Full-year forecast: see where you will land by year end, not just what you have spent so far.
On track or over budget: status flags for every Impact Pillar and initiative.
Expense Log: record date, status, related event, category, vendor, invoice #, PO #, who paid, payment method and approver for every expense.
Built-in checks: expenses missing an approver or a receipt are flagged in red.
Monthly Summary: plan vs. actual by month, with spend by pillar and category.
Charts for status updates: copy and paste them straight into an email or a slide.
Ties to your AOP: initiatives and Impact Pillars match the ERG 2027 AOP Template.
What’s included
Blank ERG Budget Tracker (7 tabs, ready to fill in)
Sample tracker with a fully filled-in mid-year example for a fictional ERG
Step-by-step instructions on the Start Here tab
Works with
Microsoft Excel and Google Sheets.
Part of the CultureClub ERG Planning Toolkit
Chart the Course: 2027 ERG Planning Lab
ERG 2027 AOP Template
ERG 2027 Budget Tracker
License
One license covers one ERG. Using this tracker for more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). For internal use within the purchasing organization only. Not for resale, redistribution, or use in products or services for sale.
Please note
This is a digital download. No physical item will be shipped. Due to the digital nature of this product, all sales are final.
One license covers one ERG. Using this tracker for more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). For internal use within the purchasing organization only. Not for resale, redistribution, or use in products or services for sale.