Monthly Budget Review Meeting Template

Run monthly budget review meetings where the team gets visibility on financial goals, spending and upcoming expenses.

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Review long-term financial goals

Take a moment to review what long-term financial goals we are working towards.

Progress

Analyze progress towards long-term financial goals.

Last month’s budget

Let’s take a look at last month’s budget, what was brought in and what was spent.

Upcoming expenses

Note any upcoming expenses in the next couple of months.

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