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This document outlines the Mayor\'s policy instructions, technical instructions, and submission forms for the preparation of the fiscal year (FY) 2025-26 and FY 2026-27 budgets for the City and County of San Francisco. It includes schedules, guidelines for budget submissions, new instructions, key reminders, various forms for revenue and expenditure reporting, and the process for interdepartmental services balancing.

How to fill out budget instructions

How to fill out budget instructions

1. Gather all necessary financial documents including income statements and expense reports.
2. Determine your financial goals for the budget period.
3. Categorize expenses into fixed, variable, and discretionary.
4. Estimate monthly income and list all sources.
5. Assign amounts to each category based on priority and available income.
6. Review and adjust categories to ensure total expenses do not exceed total income.
7. Include a section for savings and emergency funds.
8. Double-check calculations and finalize the budget plan.

Who needs budget instructions?

1. Individuals managing personal finances.
2. Families planning household budgets.
3. Small business owners tracking business expenses.
4. Non-profit organizations allocating funds.
5. Students managing educational costs.
6. Employees participating in workplace budgeting programs.

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What is budget instructions?

Budget instructions are guidelines provided by an organization, typically a government agency or a corporation, that outline the process for preparing and submitting budget proposals or requests.

Who is required to file budget instructions?

Typically, all departments, divisions, or units within an organization that are responsible for financial planning and resource allocation are required to file budget instructions.

How to fill out budget instructions?

Filling out budget instructions usually involves following the prescribed format, including entering necessary financial and non-financial data, justifying budget requests, and adhering to submission deadlines.

What is the purpose of budget instructions?

The purpose of budget instructions is to ensure a standardized approach to budget preparation, facilitate efficient resource allocation, provide clarity on financial expectations, and promote accountability.

What information must be reported on budget instructions?

Budget instructions typically require details such as projected revenues, planned expenditures, justifications for budget requests, funding priorities, and any relevant financial assumptions.