Account heiarchy

[schwabl]

When I set up our chart of accounts I set up a group account as the controlling account for each separate catagory of oprating expense, thinking that all sub accounts under that group account would report to that group account to give a group cost total. However, this does not happen. The group account always has a zero balance, and the sub accounts have detail balances. I would prefer to have my budget go to each group account, and not have to budget the detail accounts so that my finance committee can just review the overall operation, and be spared the detail unless they ask for it. The detail accounts are all level 6, and the group accounts are all level 4, what am I neglecting to make the above happen?

[lincolnda]

If you have version 9 I believe you can select to budget by the group, if you go to the budget button while a group account is being displayed under maintain chart of accounts. There should be a selection check box to budget by that group. Don't think this is available in earlier versions of Power church plus. However, I think, that when you print income and expense reports, if you select the report level to be the level of your group accounts, you will print just the subtotals of the detailed accounts under them to the right of the group names without printing the detail account names, and if you select to print a budget column it will contain the budget subtotals also in like manner. You just can't get away from having to enter budget figures for each detail account in earlier versions, like you can do in version 9 by budgeting by group.

[Jeff]

The previous post is correct, just one thing to add. If you are budgeting by the group, you also need to go to each detail account in that group and switch its budget for this account to "budget by the group." This option tells PC+ that this account is budgeted, but the budget has been entered on a group account, not the detail account.