This Charity Finance Week webinar, “Budgeting Tips for Charities: How to Plan Your Financial Year,” explores how digital finance transformation can strengthen charity budgeting, forecasting and financial stewardship, with real-world insight from AccountsIQ’s senior charity lead, Andrew Faulkner, and Charity Finance editor, Tristan Blythe. Designed for charity finance managers, directors, CFOs and trustees, the session explains how modern cloud accounting software helps charities move beyond manual spreadsheets and legacy systems such as Sage 50 or basic small-business tools, towards a mid-tier finance platform tailored to not-for-profit needs. Andrew outlines how multi-entity and group charities can structure their chart of accounts and multi-dimensional analysis to support SORP and SOFA reporting, track restricted and unrestricted funds, manage projects and programmes, and report by funder, activity, department and cost centre. The webinar covers best practice in charity budgeting, including using historic data to build granular budgets, holding original and revised forecasts in the system, and reforecasting regularly to reflect changing income, grants and project timelines. It also shows how to automate key finance processes across purchase-to-pay, staff expenses, bank feeds, CRM and donor platform integrations (such as Salesforce, GoCardless, Donorfy, Blackbaud and Raiser's Edge), so that data flows into a single source of financial truth. Attendees see how this joined-up approach delivers timely dashboards and management reports, improves control of expenditure against budget, supports approval workflows and delegated authorities, and ultimately frees charity finance teams to focus less on transaction processing and more on governance, strategy, impact measurement and supporting service leads with clear, actionable financial insight.