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Find out more about all aspects of budgeting, from drawing up your first budget to refining your existing budgeting process. Our selection of books, articles and guides can help you navigate your balance sheet with confidence.

What's on this page?

  • eBooks
  • Online articles
  • Useful links
  • Articles and books in the Library

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Featured article

Budgeting for the next big thing
Describes the benfits of flexible budget planning systems for companies looking to capitalise on sudden opportunities.

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Featured book

Handbook of budgeting
(Wiley, 2012)
This detailed handbook will help identify the right type of budget to use and which tools to employ in completing it. The book also offers advice on comparing your budget against your expectations.

To borrow this book please contact the Library.


The Library provides full text access to a selection of key business and reference eBooks from leading publishers. eBooks are available to logged-in ICAEW members, ACA students and other entitled users. If you are unable to access an eBook, please see our Help and support advice or contact library@icaew.com.

Accounting control best practices

How to develop a comprehensive system of accounting and operational controls.

Financial forecasting, analysis and modelling: a framework for long-term forecasting

Provides a complete framework of long-term financial forecasts in a practical and accessible way, helping finance professionals include uncertainty in their planning and budgeting process.

Terms of use: You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.

Online articles

The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

Forward roll

How companies can move beyond the time-consuming process of traditional budgeting.

Freed from the budget

Case studies of four companies which have dropped traditional budgeting.

Let it roll

The article discusses the choice of companies in the US to abandon annual budget plans in favour of rolling forecasts.

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Useful links


Reports and guides

Prophix white papers
Prophix have several white papers and articles on key budgeting issues.

Budgeting & setting prices (Startups) 
Online resource for SMEs. Provides information and case studies on cashflow forecasting, profit and loss sheets, and pricing your products or services.

Budgeting practice and organisational structure 
This 2006 report summarises the results of an investigation into UK budgeting practices.

Business guide from Atom Content Marketing.

Articles and books in the Library collection

Handbook of budgeting
(Wiley, 2012)
This handbook will help identify the right type of budget to use and which tools to implement in completing the budget, as well as providing insight into analysing your budget against expectations.

Budgeting: the comprehensive guide
Intended for both professional accountants and students, this book addresses all aspects of the budgeting conundrum - how to create a budget, whether there are variations on the concept that may work better, and how to operate without any budget at all. Appendix includes a sample proforma budget.

Financial planning using Excel: forecasting, planning and budgeting techniques
(Elsevier/CIMA, 2009)
The objective of this book is to help financial planners improve their spreadsheet skills by providing a structured approach to developing spreadsheets for forecasting, financial planning and budgeting applications. The book assumes that the reader is familiar with the basic operation of Excel and is not intended for beginners.

View more articles and books

To find out how you can borrow books from the Library please see our guide to book loans.

You can obtain copies of articles or extracts of books and reports by post or email through our document supply service.

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