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Budget Setting for Academies

Audience: Primary, Secondary
Single session
  • Key Stage 1
  • Key Stage 2
  • Key Stage 3
  • Key Stage 4
  • Key Stage 5

Brief Overview

This full day session is for delegates at a Kent or Medway Academy school which has purchased the core finance package which includes the Budget Planning Software (BPS). 

The day will cover

  • How to transfer information from the General Annual Grant (GAG) statement to the BPS
  • How to update salary information into the BPS and apply the apprenticeship levy
  • A demonstration of how to input the remainder of the 3-year budget information to the (BPS) funding, income and expenditure
  • New features in the BPS (note: the process of monitoring the school’s budget will NOT be covered)
  • Time will also be dedicated to a workshop session where each school will be able to work using their own information (note: There will be insufficient time to complete a full budget on the day)
  • Questions will be taken. 

Delegates are required to bring along the following 

  • Their own laptop and power pack
  • Logon details must be available on the day to log in to your computer as well as BPS
  • The BPS will be web based therefore access to the internet will be required. Please note the venue will have wireless internet in the room. Without internet access you will not be able to access your school’s BPS.

Lunch will be provided


Learning Outcomes

  • Delegates will be aware of how to input and update salary information in the Budget Planning Software
  • Delegates will be aware of how to use the Budget Planning Software for building their school’s 3-year budget using information brought along to the session
  • Delegates will have an, understanding of how to set their budget to submitted status
  • Delegates will also be aware of how to input their budget into their accounting system
  • Delegates will have an, understanding of the steps necessary to prepare for ongoing monitoring using the Budget Planning Software



  • session - 25/04/2024 09:30  -  16:30

Event Type

Face 2 Face


MIDAS Centre
Meadowfield School
Swanstree Avenue
ME10 4NL

Delivered by

  • Joanne Clark
  • Sue Lindgren

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