Multi-year Budget

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

Moderators: Moderators, Tech Support

Post Reply
Kristi
Posts: 133
Joined: Tue Feb 10, 2004 9:24 am
Location: Lea Joyner UMC Monroe, LA
Contact:

Multi-year Budget

Post by Kristi »

We are building a new sanctuary.
Our Finance Committee requested I enter a budget for our builders.
I did this last year, 2005, under Fund 16 New Sanctuary.

Yesterday I noticed I forgot to enter the budget for 2006.
Since 2005 is gone. I had to enter the ending from 2005 for the beginning of 2006.

My committee wants to see a "running total" for this budget.
The best report I can find is the Income/Expense by Year, but we would have to tally all the budgeted items and they don't want to have to add. I can export this report into Excell, but would rather not if PowerChurch has something I'm overlooking.

What do other churches do for building campaigns that last several years?

Thank you~Kristi
"Trust in the Lord with all your heart and lean not on your own understanding." Proverbs 3:5

NeilZ
Posts: 10464
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Multi-year Budget

Post by NeilZ »

Kristi wrote:We are building a new sanctuary.
Our Finance Committee requested I enter a budget for our builders.
I did this last year, 2005, under Fund 16 New Sanctuary.

Yesterday I noticed I forgot to enter the budget for 2006.
Since 2005 is gone. I had to enter the ending from 2005 for the beginning of 2006.

My committee wants to see a "running total" for this budget.
The best report I can find is the Income/Expense by Year, but we would have to tally all the budgeted items and they don't want to have to add. I can export this report into Excell, but would rather not if PowerChurch has something I'm overlooking.

What do other churches do for building campaigns that last several years?

Thank you~Kristi
What version of PC+ are you using ?? If you're saying that 2005 is gone, then you must be pre-version 9, which can maintain multiple year data.

What we did before version 9, was backup at the end of the year, then bring forward the totals as the beginning amounts for the building fund in the next year.
Neil Zampella

Using PC+ since 1999.

Kristi
Posts: 133
Joined: Tue Feb 10, 2004 9:24 am
Location: Lea Joyner UMC Monroe, LA
Contact:

Post by Kristi »

Neil,
It is version 9.
Not all my 2005 information is gone.
My 2005 budget. If I enter the original budget we had in 2005 for 2006, which is what they want, the Inc/Exp report for 2006 won't have 2005's Inc/Exp on it...it will look like we are starting 2006 off with the same money we started with 2005.
Do you understand my question?
Thank you,
Kristi
"Trust in the Lord with all your heart and lean not on your own understanding." Proverbs 3:5

NeilZ
Posts: 10464
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Post by NeilZ »

Kristi wrote:Neil,
It is version 9.
Not all my 2005 information is gone.
My 2005 budget. If I enter the original budget we had in 2005 for 2006, which is what they want, the Inc/Exp report for 2006 won't have 2005's Inc/Exp on it...it will look like we are starting 2006 off with the same money we started with 2005.
Do you understand my question?
Thank you,
Kristi
Our building fund budget is only setup for income, what we expect. We know what the building will probably cost, but that can vary, as can the payments, so we don't track expenses in the same way.
Neil Zampella

Using PC+ since 1999.

Post Reply