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Page 1 of 60GoTriangle Board of Trustees Wed, May 23, 2018 12:00 pm2:30 PMI. Call to Order and Adoption of Agenda ACTION REQUESTED: Adopt agenda with any changes requested. (1 minute Jennifer Robinson)II.
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To fill out the operating budget:
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- Identify all sources of income for the organization, such as sales revenue, grants, or donations.
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To fill out the capital budget:
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- Identify all potential capital expenditures, such as new equipment, building improvements, or infrastructure projects.
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- Estimate the costs associated with each capital expenditure.
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- Determine the funding sources for the capital budget, such as loans, grants, or internal funds.
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- Monitor the progress of capital projects and adjust the budget accordingly.

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They are used by executives, managers, and finance professionals to make informed decisions about resource allocation, project prioritization, and financial sustainability.
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Operating budget is a detailed plan showing how a company intends to spend its money over a specific period of time. Capital budget, on the other hand, is a plan for long-term investments in projects that are expected to generate cash flow in the future.
Businesses, organizations, or government entities are typically required to file operating and capital budgets.
To fill out an operating and capital budget, one must identify all sources of revenue and expenses, allocate funds to various departments or projects, and ensure that the budget aligns with overall financial goals.
The purpose of operating and capital budget is to help organizations plan and manage their finances effectively, allocate resources strategically, and achieve their financial goals.
Operating and capital budgets typically include details on revenues, expenses, investments, and anticipated cash flows.
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