wrigjef wrote:Is this how it works? I can see how Auxilaries might want to keep carry-over funds in case they make a mistake and overspend or have a special expense and need the excess at the end of next year. At the same time they will get new allocations and should base their spending on the current budget.
The ward as a whole will retain its budget balance into the new year (unless the stake president asks the bishop to write a check to the stake).
But what happens to individual subcategory balances is entirely up to the ward. By default, balances will carry forward for subcategories, but I would guess that many units will choose to zero out the balance for the auxiliaries at the beginning of the year. It's a local decision.
wrigjef wrote: So if I run a budget report it will only show expendatures and balances based on the current year allocation, but if I run an I&E report it shows the total including carryover?. That's pretty slick if that's the way it works.
No, that's not exactly how it works. An I&E report will indeed show the total including carryover. But at this point, the Budget Report does not work as you described.
A Budget Report will show the balance forward, as well as any transfers (which will likely have been done to move a portion of the budget allocation to the subcategory). At this point, a Budget Report is more confusing than helpful.
However, as I mentioned in
this post, the Budget Report might be changing for MLS 3.3 -- hopefully to correct this problem.
Questions that can benefit the larger community should be asked in a public forum, not a private message.