The Budget Worksheet report is a tool you can use to help you see how you are utilizing your budget for your current year, and utilize this information to help you come up with a budget for your accounts for your next fiscal year.
- To access the Budget Worksheet, click on the "Other Reports" tab, and then click on "Budget Worksheet" on the left side of the window.
- First, select what type of accounts you are running this report for in the "Budget for" field. Options include "Income and Expense", "Income only", "Expense only", and "Dedicated In/Out".
- Next, you can use the Books, Major, Minor, Responsibility and Church Body fields to select which accounts you want to include on your report. Make sure that the only boxes checked are the ones that correspond with the accounts you want to show on your report.
- The "Format" field provides two different options, which include:
- Account types, grouped by book - This option will show all of your accounts of a particular type (Income, Expense, Dedicated In/Out) grouped by the book that the accounts are in. For example, you would see a section that shows all of your Income accounts for your first book, then all the expense accounts for the same book. Then, you would see a section that shows all your income accounts for the next book, then the expense accounts for the same book.
- Books grouped by account type - This option will show you all the accounts of a single type for all your books before moving on to the next account type. For example, you would see all of your income accounts for your first book, then all your income accounts for your second book, and so on until you've seen all your income accounts for all your books. Then, you would see your expense accounts for your first book, then all your expense accounts for your second book, and so on until you've seen all your expense accounts for all your books.
- The Level of detail field lets you choose how you want to see your accounts grouped within your report.
- The Order by field lets you choose if you want to see your account names or account numbers on the report.
- The "Options" section lets you pick from a few different options to modify your reports. These include:
- Include inactive accounts - When checked, this option will make it so your inactive accounts will show up alongside your active accounts on your report.
- Show existing budget amounts - When checked, this option will show you the annual budget for your upcoming fiscal year, if it has been filled in, on the "Budget Next Year" column.
- Add space to write in budget - When checked, this increases the spacing between rows of the report, so, when printed, you have space to write in budget information.
- Include accounts with no activity - When checked, this option will include accounts that don't have any transactions applied to them within the current fiscal year.
- The "Page break on" feature allows you to add in page breaks for Responsibility or Church Body codes.
- Click "Print" to generate your report.