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Budgets, Cashflow Forecasting and Management Accounts (Udemy.com)

Financial Management and Making A Profit For Charities, Not-For-Profits & Small Businesses

Created by: Lisa Newton

Last updated July 2026

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What you will learn

  • Create and present budgets to funders, trustees, and senior stakeholders with confidence
  • Build a cashflow forecast from scratch and understand how it connects to your budget
  • Understand what management accounts are and how to use them to run your organisation
  • Manage restricted and unrestricted funds in a charity or not-for-profit setting
  • Apply sound financial management principles to small businesses and project-based organisations
  • Interpret financial statements and use that information to make better financial decisions

How it compares

Against the other 1,210 rated Udemy courses in Business on CourseDuck:

  • Rating4.4 out of 5higher than 27% of them
  • Reviews6,079#136 of 1,211 by number of reviews
  • Length2.9 hoursshorter than 49% of them
  • Last updatedJuly 2026more recently than 75% of them

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Course Description

Are you struggling to manage the finances of your small business or non-profit organization? Do you want to learn how to create and manage budgets, cashflow forecasts, and management accounts? Look no further! Our online course, "Budgets, Cashflow Forecasting and Management Accounts: Financial Management and Making A Profit For Charities, Not-For-Profits & Small Businesses" is designed for you.

This practical course covers everything you need to know about financial management for small businesses, particularly charities, not-for-profits, and project-based organizations. Our expert tutor, with over 20 years of experience in accounting and investment management, will take you step by step through creating budgets, managing unrestricted and restricted funds, and creating project budgets. You will also learn how to create cashflow forecasts and understand management accounts.

Our course is perfect for bookkeepers, non-financial managers, trustees, treasurers, and admin staff who want to understand financial management concepts better. No previous knowledge is assumed, and we will explain all the jargon and terminology. Plus, our tutor is online daily to answer any questions or queries you might have.

Don't miss out on the opportunity to improve your financial management skills and make a profit for your organization. This course is the Complete Guide to Budgeting, Managing Funds, and Understanding Management Accounts for Charities, Not-for-Profits, and Project-Based Organizations.

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Instructor Details

Lisa Newton

Lisa Newton, BA MSc AAT, is an award-winning entrepreneur, author, and businesswoman with a first-class honours degree in Accounting with Marketing and a master’s degree in Investment Management. She launched her first business in 2004 with just £150, immediately after graduating from City University in London—and has never looked back or worked a traditional 9-to-5 job.

A dynamic and serial entrepreneur, Lisa holds directorships across a diverse range of industries, including property management, publishing, car membership, and finance. Her ventures have earned her numerous accolades, including the Young Entrepreneur of the Year Award (2007), Enterprising Business Award (2008), and the BE Mogul Award (2016). One of her companies was recognised as Best Accounting Franchisor in both 2011 and 2012, while another received the Best Bookkeeping Business – London title from the Accountancy International Awards in 2015 and again in 2017. She has also been shortlisted for several other prestigious business honours.

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Reviews

4.4

6,079 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Soumya Bhat on 9/26/2026

Yes, it was good learning, will definitely implement the learnings.

By Fernando Lem on 9/23/2026

Fue una excelente explicación que me permitió ampliar mis conocimientos. Considero que el enfoque presentado es muy útil, especialmente al comparar el presupuesto con los resultados reales. Este análisis ayuda a comprender las razones detrás de las eficiencias alcanzadas o de los incrementos observados, ya que estos pueden deberse a situaciones atípicas o a circunstancias que no fueron contempladas durante la elaboración del presupuesto. Además, facilita la identificación de variaciones y una mejor comprensión de los factores que influyen en los resultados finales.

By Kelsey Corallo on 9/16/2026

I work in the nonprofit sector and on grants management, and so far it's not super applicable to me

By Jeanetta Krelwitz on 7/21/2026

Listening in on this course you can apply to real life situations. Thank you for the samples of worksheets for budgets.

By Ukamaka Onwasigwe on 7/20/2026

Quite impressed, the course is very explanatory.Lisa takes her time to explain without rush.

By Barbara Prokop on 7/15/2026

very easy to understand and great value from a personal story and simple examples

By Macha Tendwa on 7/15/2026

Nice Course to start with in Busgeting Cashflow Forecasting and Management Accounts

By Marc Pattison on 6/3/2026

Great information but needs to have a element of working through the information for hands on knowledge.

By Bright Osunde on 3/26/2026

Yes it has met my personal,career and business needs,equipping with tools,templates and exposure.

By Leslie Carney on 11/17/2025

A clear discussion on how to do budgets and cash flows and how they work together. Very useful information.

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Overall Score : 88 / 100