group budget reporting on income and expense report

[wandam]

when I budget by the group, I get a report line for the group heading and a
a report line for the group total. The report line for the group heading does not include activity for the group. However, the report line for the group total is correct. Why is there a line for the heading in the I&E report -- how do I get rid of it????

Example: this is what I am getting

Current Period CurrentBudget Current Budget Dif.
INTEREST (GROUP) 0 1333.33 -1333.33
Account 1 2018.66 0 2018.66
Account 2 131.49 0 131.49

Subtotal Interest 2149.15 1333.33 815.82

WHY AM I GETTING THE GROUP LINE WHICH IS NOT CORRECT AND
UNNECESSARY????

[Matt]

The Group Heading line cannot show the actual activity for the group because you can't post to group accounts in PowerChurch. If you don't like seeing the budget for the Group heading line on your Income and Expense reports you might want to consider budgeting at the detail account level instead.

[wandam]

I don't understand why you programmed it like that. It makes the idea of grouping data less than useful since the group line just clutters up the report and makes it hard for lay people to follow.

[NeilZ]

I don't understand why you programmed it like that. It makes the idea of grouping data less than useful since the group line just clutters up the report and makes it hard for lay people to follow.

The idea is that underneith each group is a line-item budget. For instance, each one of our ministries must prepare a detailed budget prior to our stewardship campaign. These are entered into PC+ line-item by line-item. In the reports, the line items show the budget amounts, not the group. The ministries are not allowed to move funds within their group without an OK from Session, as the ministry must understand that if they move from one, they may not have enough to fund the other. This also allows our finance committee to perform its oversight function much easier.

[lincolnda]

Neil, are you saying one can budget by the group and also by the detail accounts at the same time? I thought budgeting by the group was for a case where it didn't matter if the detail accounts under the group followed a strict budget for each item, but to see how the subtotal of all the items compared to the actual budget for the group.

[NeilZ]

Neil, are you saying one can budget by the group and also by the detail accounts at the same time? I thought budgeting by the group was for a case where it didn't matter if the detail accounts under the group followed a strict budget for each item, but to see how the subtotal of all the items compared to the actual budget for the group.

I'm sorry if that's how it came across. No we have a group listing, and under that is reflected the individual line items that would fall under that group.

For instance:
first column is actuals second is budget

Group: Small Group Study Material
Subitem: Prayer study guide 0.00 54.00
Subitem: Book of Daniel 20.00 20.00

etc.

[wandam]

data has always summed up to the group level with a subtotal so I don't see what putting a budget in the group level accomplishes. I also thought that it would enable us to budget at the group level without going into budgets for all items within the group. Sometimes you have abudget set for something like utilities for example, but you want to track the costs at a lower level such as gas and electricity without separating out the utiltiy budget into those individual line items. I thought that was what group would do for us. That would have been very useful.

[lincolnda]

If you set the report level to print at the level the group is, does that give you more what you are looking for, and not at the level the detail accounts are set at? Or would you lose some of the detail you want if you did that?