Budget Tracker Form

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Eric Werny-p40
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Location: St. George, Utah
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Budget Tracker Form

Postby Eric Werny-p40 » Tue Sep 23, 2008 9:17 pm

Is there an Church approved and recommended Budget Tracker form available on the church site or from one of the manuals.

The one we have is ok, but I am not really excited about it. I like stuff with the stamp of approval from Church finance.

Regards,

Eric Werny

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aebrown
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Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

Postby aebrown » Wed Sep 24, 2008 3:50 am

Eric Werny wrote:Is there an Church approved and recommended Budget Tracker form available on the church site or from one of the manuals.

The one we have is ok, but I am not really excited about it. I like stuff with the stamp of approval from Church finance.

Regards,

Eric Werny


Could you clarify what you mean by "Budget Tracker"?

To track individual unit budget expenses, I just use the built-in Budget Report, both the summary and detail versions.

If you're looking for a Check Request Form, or Budget Reimbursement Form (this has several names), there is no standard form, but there is a thread with several sample forms, and the Handling Church Expenses training lesson has a sample on slide 9.

If you're not thinking of either of those things, give us some more specifics as to what you're looking for.

Eric Werny-p40
Member
Posts: 58
Joined: Wed Feb 07, 2007 8:21 am
Location: St. George, Utah
Contact:

Problem Resolved

Postby Eric Werny-p40 » Wed Sep 24, 2008 7:37 pm

The solution was to take the existing budget tracker and make it compliant with the Church record keeping rules. Our Bishop who has served as a Ward Clerk and is a CPA, was quite satisfied with the design.

Thanks for the feed back from those who replied.

Eric


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