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Budgeting and Reporting Add-on Request for Proposal Number 07032017×Responses Due Monday, July 31, 2017, at Noon Eastern Daylight Savings Time×Important Dates DateItemMonday, July 3, 2017RFP Distributed

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How to fill out budgeting and reporting add-on

01

Open the budgeting and reporting add-on in your preferred spreadsheet program.

02

Go to the 'Budget' tab and enter all your income sources and expenses for a specified time period.

03

Make sure to categorize your income and expenses properly using the provided options.

04

Once you have entered all the information, go to the 'Reports' tab to view various pre-designed reports.

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Customize the reports as per your requirements, such as selecting specific time periods or filtering by categories.

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Export the reports in PDF or Excel format to share with stakeholders or for further analysis.

Who needs budgeting and reporting add-on?

01

Small business owners or freelancers who want to keep track of their finances and budget effectively.

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Non-profit organizations that need to report their financial activities to donors or funding agencies.

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Financial analysts or accountants who require reliable budgeting and reporting tools for their clients or companies.

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Department heads or managers responsible for monitoring and controlling expenses within their departments.

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Individuals who want to have a better understanding of their personal finances and plan their savings and expenses accordingly.

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