Official websites use .mass.gov

A .mass.gov website belongs to an official government organization in Massachusetts.
Secure websites use HTTPS certificate

A lock icon or https:// means you’ve safely connected to the official website. Share sensitive information only on official, secure websites.

This page, Best Practices in Financial Planning, is offered by
Division of Local Services

Best Practices in Financial Planning

Guidance and Best Practices for local officials relating to annual budget planning.

Annual Budget

Annual Budget Process in Towns

Formal Budget and Municipal Calendar

Quarterly Budget Projections

Revenue and Expenditure Forecasting

Other Budget Planning Considerations

Free Cash

Reserve Policies

Retirement Costs

Special Purpose Stabilization Funds

User Fees

Help Us Improve Mass.gov with your feedback

Did you find what you were looking for on this webpage?

Yes

If you have any suggestions for the website, please let us know. How can we improve the page?

Please do not include personal or contact information.

The feedback will only be used for improving the website. If you need assistance, please contact the Division of Local Services. Please limit your input to 500 characters.

Please remove any contact information or personal data from your feedback.

If you need assistance, please contact the Division of Local Services.

Please let us know how we can improve this page.

Please remove any contact information or personal data from your feedback.

If you need assistance, please contact the Division of Local Services.

Feedback