miltnoda wrote:It won't even make transfers within my stake budget.
russellhltn wrote:If you want to transfer funds between units, you'll have to get the one unit to write a check to the other. The same goes for transferring between categories.
In the context of the original post, I would note that the comment that you have to write a check "for transferring between categories" is misleading. Although it is true that if a unit wants to transfer funds between
major categories (such as from Budget to Other) it will have to write a check to itself (e.g., from Budget) and deposit it in a regular donation batch (e.g., to Other), that is not true for
subcategories within a single major category.
The original post mentioned making transfers "
within my stake budget." That can most certainly be accomplished using the MLS transfer function. For example, to transfer $200 from the Young Men budget to the Primary budget, you would simply create a $200 transfer with the source being Budget:Young Men and the destination being Budget:Primary.
Now there are pros and cons to making a transfer to adjust the amounts allocated to Budget subcategories, as opposed to simply adjusting the budget numbers using Edit Budget. Making a transfer is considerably more work, but it leaves a transaction record of the change, which is good. On the other hand, a transfer makes some reports somewhat misleading, because it makes a Budget Summary report look like the organizations are still working against the original budget, but that they have just spent more or less that they had before the debit or credit against their subcategory; that might not give the most accurate picture of each organization's percentage of budget expended. But you can choose either way.
Finally, I would note that the advice on how you cannot make transfers between units or between major categories is correct for the US and Canada, and probably many other countries, but is not true for many other countries (such as the UK), where transfers between units or major categories are not only allowed; they are the correct way to make such adjustments (but it is done using a process different from regular MLS Transfers).