User Support Forum

Thank you. That helps!

Thanks Neil, There isn't any checks involved at all. The stock is transferred from the member directly to the churches account. My experience with stocks in this capacity is non existent so I'm not sure what accounting procedure you would use. So if you could go a little deeper I would appreciate it...

It remains as stock.

I have a member who makes a weekly pledge throughout the year. At some point during the year he makes a stock transfer to an account to the 02 fund (01 is our general checking account). For example he pledges 300 each week for first half of year; then increases to $400 a week and finally 600 each we...

We began using PCP12 in January. I had previously used an older version and only had one fund. The person who set up the program broke things down into six different funds which I didn't realize until May. I've been posting Int/Div to the accounts that are in fund 02-06 as tho they were in fund 01. ...

No they weren't budgeted items. That all makes sense! Thanks for your help.

The Youth budget line is $500 for the year. This expense came off the budgeted amount which makes it appear that we used $438 of our $500 budget when we actually used restricted money. I understand that an expense needs to be debited but I don't want it to appear that we've used our budget. Maybe I'...

I wrote a check and released the funds from our Designated Youth Fund. All that looks correct but when it posted it also deducted the amount from the budget youth fund: 01-1110- 000 checking credit 469.52 01-1910-000 Sales tax reclaim debit 30.72 01-4825-107 D youth - Debit 469.52 01-4999-000 Releas...