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Getting started with finance

If you’re new to finance or need a reminder of the basic terms and concepts, here are some key resources to get started with.

NCVO’s guide to budget and cash flow forecasts

  • Audience: Small or new non-profit organisations.

Short guide that explains the difference between and budget and a cash flow forecast, and how to approach creating a budget.

Embrace Finance’s guide to Small Charity Finance – Where to Start

  • Audience: Charities but relevant to other non-profit organisations.

Short guidance explaining 9 key terms that are essential to getting started with finance as a small charity or non-profit.

Local support from NAVCA (National Association for Voluntary and Community Action)

  • Audience: Small community organisations and charities.

Every local area has a NAVCA member organisation. They can provide support, resources and advice for small community organisation or charity, including around finance basics.

Resource Centre’s budgets for community groups guidance

  • Audience: Voluntary and community groups.

Guide to preparing and using budgets for small community and voluntary groups.