Financial monitoring and management for schools
This page provides an overview of financial monitoring and management processes in line with local authority statutory requirements.
Schools quarterly financial monitoring
The quarterly financial monitoring is a statutory return from schools to the local authority. It must be submitted to us on time with the correct supporting documentation. The return provides information on the school’s:
- year-to-date (YTD) position against budget
- a forecasted year-end position
- makeup of staffing
Quarter 1, 2025-26
Quarter 2, 2025-26
Quarter 3, 2025-26
Watch our video for help with completing the quarter 3 monitoring template.
Contact us
For queries about monitoring requirements, e-mail schoolsfinance@birmingham.gov.uk.
Page last updated: 6 January 2026
