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Finance & resources

Budget monitoring in maintained schools

Understand what governors can expect from monitoring reports and how to scrutinise the information provided.

Guidance
13/11/2025

The governing board or finance committee should receive a budget monitoring report at least six times a year and review the income and expenditure against the budget at a meeting at least three times a year.

Budget monitoring reports prepared for governing boards should be clear, concise and easy to understand. They should also provide boards with an opportunity to raise questions, concerns and respond decisively to changes in the budget.

Use our budget monitoring guide to understand what to expect from the reports you receive. The guide covers:

  • frequency and circulation of budget monitoring reports
  • what should be included in the reports
  • an example budget overview
  • ensuring the reports meet your needs
  • scrutinising the reports

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