1. Year End Budget Report
12 March 2019

2. Reporting Report due 15 April 2019
Upload to your Dropbox Folder – your RHM to let them know it’s there.
Financial Report
Receipts - as a single PDF

3. Financial Report An Excel spreadsheet Emailed from your RHM Budget Tab
Enter Report Date
Enter Actual Expenses, Variance will auto-calculate
You can move 10% of your total budget without SOI approval
VIK Tab
Enter all VIK for your Healthy Communities work
Do not include funds from SOI
Do include VIK from your SO Program
Pull up an example of the Financial Report Template

4. Receipts Write the reference # at the top of each receipt
Salary – Reference #1, Telephone – Reference #6, etc.
Receipts must:
Be readable
Include the name of the vendor, the items purchased, the date, and the amount
Upload as a single PDF file

5. International Programs
Grant Award
Include a copy of the bank statement indicating the amount actually received
Wire fees may mean that the Program did not get the total budget amount
Receipts
If receipt is not in English, please translate the date, vendor name, and item(s) purchased.
Convert to US Dollars
Include the exchange rate you used to covert the currency
Use OANDA.com and use the date on the receipt to get the conversion rate
Pull up Oanda.com

6. Questions?