Startup costs
List every one-time cost before tuition arrives, with quotes, dates and how each one gets paid.
Homebook Funding Helper · Templates
Free templates
Budget and grant spreadsheets ready to fill in. Add your school’s name and logo at the top; totals and charts fill in as you type. They open in Excel, Google Sheets or Numbers and print on letter paper.
Five-year operating budget
Plan income and expenses for years 1 to 5, the budget lenders and grant makers often ask for.
12-month cash flow
See month by month, June to May, whether there is enough cash, with EFA deposit months marked.
Grant tracker
Keep every grant you are researching, writing or waiting on in one list, with deadlines and status.
Grant project budget
Show a funder what a project costs, what their grant pays for and why each cost is needed, on one page.
New to budgets? Start with the guide A startup budget for a microschool, which explains each line. Use your own quotes and numbers; the samples in the previews are made up.
Not legal or tax advice. Whether your school should be for-profit or a nonprofit, or take on a loan, is a decision for your CPA or attorney. Always confirm the details on the funder’s own page before you apply.