Budget Manual

The set of budgeting instructions and standards written by an organization’s budget committee.

When Jose started his tequila company, he was making small batches out of a makeshift distillery in his garage, and was able to track his cash flows fairly easily. Years later, after his distilling empire grew and financial operations became more complex, Jose realized that he needed more structure for managing finances.

At that point, he turned to his CFO, Manuel, for help...and within a month, the company adopted Manuel’s Budget Manual as their gospel for how to request, spend, and be reimbursed for operating expenses.

Related or Semi-related Video

Finance: What is a Budget?43 Views

00:00

Finance a la shmoop what is a budget? that's that thing you throw right out [Woman throws budget out the window]

00:07

the window just before you start doing all your Christmas shopping

00:10

right but generally it's a plan that lets you see where your money will be

00:14

spent if you have a personal budget well you'll be able to decide ahead of time [Personal budget example]

00:18

how much money you'll spend on clothes, food, megaphones to annoy and anger your

00:24

neighbors and you know whatever floats your boat if you own a company well

00:28

you'll probably have much more complicated budget for things like

00:31

advertising and lawyer fees either way the plan helps you make sure that you

00:36

have enough moolah for everything you need and maybe some leftover for stuff

00:40

you want.....Joan wants to control her money so she decides to set up a budget for [Joan setting up a budget on a laptop]

00:49

next month she makes a thousand bucks from her summer job and well here's what

00:53

her budget looks like.....

00:58

Now Joan knows exactly where every penny is gonna go she's not [Joan driving a car]

01:02

gonna be caught off guard by any surprise expenses she's not gonna spend

01:06

$200 on safecracking equipment and then realize she doesn't have enough left [Joan stood beside a vault of gold bars]

01:10

to pay her phone bill although if she does get hit with some unexpected

01:14

expenses well hopefully yeah she can just pawn some of those exotic vases she

01:19

took from the Peterson place [Joan holding a vase]

Find other enlightening terms in Shmoop Finance Genius Bar(f)