The 2010 Excel Five Year Budget Model

Click this button to download a 32 page document that describes our 2010 Five Year Budget Model.  Pricing information is available in the document.

Click this button to download an interactive version of our Five Year Budget Model..

Revised for 2010

Our 2010 Excel Five Year Budget Model  is used exclusively at our workshops and is available to those who want to improve their modeling skills at their own pace. Included is a workbook and model on diskette that can be used immediately with your spreadsheet software.

The model can function by using the custom menu or the standard spreadsheet software commands. When the model is retrieved the command menu automatically executes but may be exited from any time. The Five Year Budget Model contains modeling techniques including options for forecasting, what-if analysis, goal-seek, pivot tables, trend analysis, and advanced Excel formulas.

Our new 2010 Five Year Budget Model, featured at all our workshops, has been updated with:

1. Scenario Manager
2. Tuition Discount Model
3. Revised Color Coded View Form
4. Excel command buttons for Help instructions
5. Excel user forms for Help instructions
6. Additional Pivot Tables for Vice Presidents
7. Import worksheet for Actual Salaries for Position Budget

This is a demonstration of our 2010 Five Year Budget Model.  It was created with Adobe Captivate 3. The file is an executable file (.exe).  It is recommend that you save the file first, then use Windows Explorer to start the demonstration.  The new features noted above will be added to this demo shortly.

Budget Import and Export features are available to interface with your ERP.  Prior year actual data can be added to the model.  The institutions own account number structure can be built into the model.  There are many reports and charts in the model.  The models for admission, enrollment, financial aid, fees, endowment,  and other sheets can be customized to meet the institutions requirements.  Blank worksheets are included throughout the model for additional customization. 

The Revenue and Expense Assumption worksheets include variables for tuition, room, board, inflation, salary and benefit and non-salary accounts.  Other variables can be easily added to the assumption table.  The model has pivot tables by account, division, department, and vice-president.  Other pivot tables can easily be built into the model.  Various sections of the model provide graphs that change as modeling results change. Also, a print option is included.

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Computer Financial Modeling Workshops. All Rights Reserved.