Budgeting provides a projection of what's to come for your church financially by allowing you to make projections about what your church can plan on bringing in and what your church can plan on spending. You can Income and Expense accounts, as well as making Incoming and Outgoing budgets for Dedicated accounts.
- To access the Budgeting view, open the Finance module, and then click on "Plan/Analyze". If not already open, click "Budgeting" on the sidebar to the left.
- The "Year" field will let you select the fiscal year you're viewing the budget for. You can view your current year, next year, and up to 7 years back of your prior budgets.
- The "Book" field will let you select which book you're viewing the budgets for.
- The "Type" field will let you filter your information based on account type, including showing only income, expense or dedicated accounts. It will also let you see a combo of just income and expense together, or you can view all incoming budgets or all outgoing budgets.
- The "Filter" box will let you filter this view by showing all your Active, Inactive, Budgeted or Unbudgeted accounts.
- On the budgeting window, you can use the search function to search for a particular account by account name, number or by total budget.
- To add or edit an account's budgets, click on the account you want to make changes to and click "Edit" at the bottom of the grid.
- For details on how to enter budgets for each of the account types, see the articles below: