Where do I find an expense report for budget categories?

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aclawson
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Where do I find an expense report for budget categories?

Postby aclawson » Sun Jan 17, 2016 10:50 am

I would like to see a list of all of the Curriculum expenses, and a list of all of the YM/YW expenses for the previous year, but when I go to the income and expense report there is no option to select any category that falls under budget, only the other categories/subcategories, fast offering, and tithing.

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Biggles
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Re: Where do I find an expense report for budget categories?

Postby Biggles » Sun Jan 17, 2016 11:11 am

Look under Budget Report in MLS.

jdlessley
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Re: Where do I find an expense report for budget categories?

Postby jdlessley » Sun Jan 17, 2016 7:52 pm

There is a budget report titled "Budget Allowance Summary Report" found through the Income and Expense Report. I am not in front of MLS so I cannot provide the exact details. But by selecting something other than the default income and expense summary in the "Report" drop-down, like one of the more detailed report types, then an additional button will appear at the bottom of the screen. I believe the button is labeled "Budget Report". The more detailed report types are something like "Summary by Subcategory" and "Detailed Organization Summary", or something like those names. Click the Budget Report button to see a budget income and expense report.

Unless the curriculum IROPs are re-categorized they will only be viewable in the list of expenses found in View/Edit Expenses and will be found in the category "Distribution Center Charges".
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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