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Proposed Budget Report

Posted: Mon Oct 24, 2005 12:52 pm
by tehazy
Is there a report in Fund Accounting that would give data on a proposed budget that would also include the budget figures from previous years? Our governing body needs a report that gives this information for presentation of the proposed budget for the next fiscal year.

Posted: Mon Oct 24, 2005 3:55 pm
by Kristi
I just ran several.

For a working proposed budget:
Current year's Actual & Budget and w/blanks for next year's budget

For more information:
To compare several years Budgets: Yearly Budget Comparison
To compare several years Income/Exp: Income and Expense by Year
For current year with %'s: Budget Report


Kristi
Lea Joyner UMC

Posted: Thu Nov 03, 2005 3:02 pm
by SBCTrustee
Hello Everyone,

Yes PC+ does have some good reports that help in budget preparation, but it does slip in providing a useful tool, time saving one.

It would be nice if PC+ v9 provided a tool that would provide a running total of revenue, expense, & income / deficit as the budget is being prepared. Thus, as the commette /board runs through the numbers, so much for "utility", so much for "mission" ( expenses / revenue) for example the board could deternme if the budget is good or not.

By the way, why does not the budget report have a bottom line (net income) ?

Tom