Financial forms

Financial forms for federations and councils
Note: To edit these forms, you must download or print them.

• Budget planning worksheet (Google Sheet)

• Expense transaction form - single source (Google Sheet)

• Expense transaction form - multiple source (Google Sheet)

• Federation/council financial review (Google Doc)

• Fundraising transaction form (Google Sheet)

• Gift card acknowledgement form - single (Google Sheet)

• Gift card acknowledgement form - multiple (Google Sheet)

• Income generation application (Google Doc)

• Income generation follow up report (Google Doc)

• Income transaction form - credit cards (Google Sheet)

• Income transaction form - single source (Google Sheet)

• Income transaction form - multiple source (Google Sheet)

• Pre-paid card expense transaction form (Google Sheet)

• Transfer between accounts (Google Sheet)

• Treasurer report (Google Sheet)

• Uncashed checks follow-up documentation (Google Doc)

• Uncashed checks sample letter (Google Doc)

• YTD budget tracking report (Google Sheet)

Contact

Pat Morreim, program manager, morre002@umn.edu, 763-427-5428