Transferring from Budget to Other

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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Transferring from Budget to Other

Postby jimbobmacdoodle » Sun Jun 25, 2017 10:14 am


I'm new in the calling as a Stake Financial Clerk. Due to various issues in the past, a number of wards still had outstanding payments for Stake Youth camps from 2015 and 2016. I have gradually been chasing the offending wards to get them to transfer money over. The idea is to collect all payments into the Other: AMFA - Stake Youth Camp subcategory, and go through the old expenses and reassign them where necessary to this category. Some wards made transfers to Other: AMFA, and I have then made transfers from the general category to the camp subcategory. However, one ward has transferred to Budget Allocations. I am unable to make a transfer from Budget Allocations to Other (it doesn't appear in the category on the right when entering the Transfer in MLS), so cannot fix this myself.

How do I go about moving money from Budget to an Other category? Or am I going about it the wrong way - do I need to get the ward to correct the category themselves (I note that I also can't transfer from Budget to another unit's Other category, so I don't think that helps)? On the latter point, I've seen instruction elsewhere that Budget should be used to cover negative Other accounts, but since I can't make that transfer, I'm not sure how I'd go about doing that either.

Any advice is much appreciated.

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Re: Transferring from Budget to Other

Postby russellhltn » Sun Jun 25, 2017 11:11 am

It would be best if you have the ward correct the category. That makes the books cleaner.

I'm not sure as you can do a direct transfer from budget to other. You may have to write a check. I'm sure someone will correct me if I'm wrong.
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Re: Transferring from Budget to Other

Postby chad.stewart » Sun Jul 16, 2017 12:39 pm

You can't transfer from Budget to Other. It's like "crossing the streams." Either Budget to Budget or Other to Other.

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