User Support Forum

How do I set up 10 auxiliaries, and maintaining the income and expense for each in one bank account?

sdavis0000 wrote: ↑

Fri Jan 24, 2025 2:35 pm

How do I set up 10 auxiliaries, and maintaining the income and expense for each in one bank account?

Please explain what you mean by 'auxiliaries'? If you mean temporarily restricted donor accounts, that's easy. You would create them using the Maintain List of Donor Restrictions module found under the Accounting -> Fund Accounting -> Setup menu. There's more about these type of accounts in the PC Plus help, as well as the manual.

MY CHURCH HAS 10 AUXILLARIES, ALL MAKE DEPOSITS AND WITHDRAWALS AT DIFFERENT TIMES HOW DO I TRACK THEM IN THIS ONE SAVINGS ACCOUNT?
EXP. CHOIR COLLECT DUES, YOUTH HAS A FUNDRAISER, WOMEN MINISTRY HAS AN EVENT, SUNDAY SCHOOL COLLECT FUNDS, ALL DEPOSITS GOES INTO THE SAVINGS. CHOIR NEEDS MONEY FOR FOOD, YOUTH NEEDS MONEY FOR A BUS, SUNDAY SCHOOL NEEDS BOOKS. HOW DO I TRACK EACH AUXILLARIES SEPARATLY IN THE SAVINGS ACCOUNT?

I have several clubs in the church. Sunday school, choir, women's ministry etc. each group has fundraisers or collect dues. how do i track each club separately in the same savings account? sample choir raised $500.00 youth raised $300.00 and women's ministry raised $1000.00. Sunday school need $100.00 for books, choir needs $50.00. how do I track the income and expense for each group separately in the savings account?

sdavis0000 wrote: ↑

Sat Mar 08, 2025 11:44 am

MY CHURCH HAS 10 AUXILLARIES, ALL MAKE DEPOSITS AND WITHDRAWALS AT DIFFERENT TIMES HOW DO I TRACK THEM IN THIS ONE SAVINGS ACCOUNT?
EXP. CHOIR COLLECT DUES, YOUTH HAS A FUNDRAISER, WOMEN MINISTRY HAS AN EVENT, SUNDAY SCHOOL COLLECT FUNDS, ALL DEPOSITS GOES INTO THE SAVINGS. CHOIR NEEDS MONEY FOR FOOD, YOUTH NEEDS MONEY FOR A BUS, SUNDAY SCHOOL NEEDS BOOKS. HOW DO I TRACK EACH AUXILLARIES SEPARATLY IN THE SAVINGS ACCOUNT?

You would setup each as Donor Restricted Accounts, all pointing to the same Asset account but with individual income accounts. Then when you write a check, you would release that amount from the restriction using the 'Release Restricted Funds' button on the invoice.

That said, unless you can write checks from the savings account, I would have all these accounts setup to go into CHECKING, and let the system handle the balances in each account.