The Budgeting window will let you view and edit the budgets for each of your income, expense and dedicated accounts. Budgets are a useful tool when it comes to planning out your finances for your church for a year, by allowing you to make projections about what your church can plan on bringing in (Income and Dedicated In) and what your church can plan on spending (Expense and Dedicated Out).
- To access the Budgeting view, open the Finance module, and then click on "Plan/Analyze". If not already open, click "Budgeting"
- On the budgeting window, you can use the search function to search for a particular account by account name, number or by total budget.
- 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.
- To make changes to an account's budgets, click on the account you want to make changes to and click "Edit" at the bottom of the grid.
- The "Print" button will let you print a budget report.