Annual Budget Report question

[michaeleyre]

Hello,

This is the first year that we are using PC+ for budgeting. I have using the accounting part all year for tracking and paying everything.

I am now working on the budget for next year. For our senior pastor, I have created a budget on the group, and have marked all of the sub items as budgeted by the group. When I run the report, excluding accounts without a budget, I am getting the budgeting amount for 2009, but I am not getting the actual amount. Is there a way on the Annual Budget Worksheet to get the actual amount for the SENIOR PASTOR account, which would be a total of the sub accounts in that group? I have this issue on other accounts that are budgeted on the group, so I am assuming that the same process would work on all of the groups.

Thanks

Mike

[JohnDMeyers]

I tried a couple of things, but I can't find a way to do it.

The best I could get is to dump the report to an excel spreadsheet, but you still have to manually create the totals for the group actuals.

Nada.

[michaeleyre]

That is what I was thinking that I needed to do.

I hope in the future, there will be a way to roll up the actual values for sub accounts when the group account has the budget on it.

Mike

[Zorak]

I wholly agree and have forwarded this thread on to the wishlist for you.

Honestly, it is probably too late in the process to expect this in version 11, but it's a good idea nonetheless.