Understand your numbers:
A guide to finance and compliance

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Do you really know what your numbers are saying?

Understand your numbers helps you build confidence in financial management, compliance, and reporting. Learn what good financial practice looks like, which reports your club needs, and how to stay transparent with your members, funders, and regulators. You’ll explore simple tools to track income, expenditure, and performance, turning data into confident decision-making. By the end, you’ll know how to manage money responsibly, meet reporting deadlines, and strengthen trust across your community.

Once you have finished, you’ll receive your Understand your numbers action pack with templates, checklists, and examples to keep your club organised all year round.

Course assets and templates

  • Understand your numbers action pack
  • Balance sheet template
  • Treasurer’s report template
  • Finance overview and reporting calendar
  • Income and expenditure
  • Financial health
  • Quick reference guide
understand your numbers