> For the complete documentation index, see [llms.txt](https://openup.gitbook.io/handbook/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://openup.gitbook.io/handbook/how-we-work/budgets-and-finance.md).

# Budgets & Finance

This can become a Google Doc, with a smaller section in the Pro-Project chapter of this handbook.

## The Types of Budgets Used By OpenUp

Our Common Budgets

1. Core Operating Budget
2. Revenue Project Budget
3. Overall Budget for Internal Projects

## When to Start Planning a Budget 

1. External Projects
2. Internal Projects

* Project-specific grants
* Core grants

## Planning a Budget

## **How to Create A Budget**

1.

## **How to adjust a budget**

* * What is OpenUp’s policy on adjusting budgets?
  * When and how often do adjustments usually happen? What are the typical circumstances involved?
    * Internal Budget
      * Operating Costs
      * Expenses
    * External Budget
  * How do you prioritize where to allocate limited funds, for equally important things/tasks?

## **Month-in**

## **Expense claims**

##

## Invoicing clients

* the difference between invoicing clients and invoicing projects. Is their a difference?
*

## Allocate AWS costs to a project

## Allocate Upwork transactions to projects

## Links to templates

* [Budget template](https://docs.google.com/spreadsheets/d/1mnkaWTnviVv-5ZrqplAD2w75Ou3xbOk0MwPb6C3UBFs/edit#gid=0)
* An[ invoice](https://docs.google.com/document/d/1B_3Xogib_sK6B9f7cSLpEpIlDEbZTBHx00h2g73LLyE/edit?usp=sharing)
* [Project Budget template](https://docs.google.com/spreadsheets/d/1MKtXfwWbfPoDpFU2ahAfIHanJ800kILrLJMkT3O2Pxo/edit?usp=sharing)
* [Humentum link folder](https://drive.google.com/drive/folders/1Lkv_wGYIQ0pxxZLOixahNdRuGaNHVQUS)
* [Link to OpenUp assessment and action plan](https://docs.google.com/spreadsheets/d/1qHhq0X_GuMpGZP3DibOp5AcwBXfrJHfhr9E-zUvOd_Q/edit#gid=196352735)