Tech Forum

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

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.

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