Accounting & Budgets

Budgets & Financial Planning

Coordinate your church's missions and operations by managing annual budgets. The Accounting module provides financial visibility, helping you set expectations, plan campaigns, and monitor variance.

Budgets & Financial Planning

Coordinate your church’s missions and operations by managing annual budgets. The Accounting module provides financial visibility, helping you set expectations, plan campaigns, and monitor variance.

1. Creating Annual Budgets

Administrators can establish budgets for their organization’s fiscal years:

  • Fund Allocation: Set expectations for each designated fund (e.g., allocating a specific budget for the youth curriculum, building maintenance, or alms outreach).
  • Target Incomes: Input estimated income goals to track whether donation trends are meeting expectations throughout the year.
  • Budget Lock: Lock final budgets at the start of the fiscal year to establish an immutable reference point for quarterly reviews.

2. In-App Allocations & Planning

Configure details to distribute resources across your parish:

  • Department Budgets: Assign spending limits to specific ministries (such as Worship or Sunday School). Ministry leaders can view their department limits when submitting expense requests.
  • Goal Mapping: Connect long-term parish expansion or charity goals to specific fundraising campaigns.

3. Variance & Forecast Reports

Monitor how actual financials compare to your plans:

  • Real-Time Variance: The dashboard compares actual incoming alms and outgoing expenses against the active budget, showing whether you are running a surplus or deficit.
  • Goal Tracking: Simple charts display budget occupancy (the percentage of the budget currently spent or raised).
  • Projection Forecasting: Projection models analyze previous quarters to predict end-of-year financials, giving boards the data needed to make adjustments early.