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Budget (aka Chart of Accounts)

Setting up a Budget (with video)

From the home page, click the Budget icon. You can create your budget using one of the following: Copy one...

Carry Forward from Prior Years

There are times when an activity that was budgeted this year did not use all of its allocated budget. Sometimes...

Budgeting funds that do not belong to your local unit

Special instructions for setting up your budget if you’re a local PTA has funds that do not belong to your...

Tracking Budget Changes

There are times during the year that you may need to make changes to your budget. To do that click...

Handling restricted funds

Some groups set aside funds that can only be used for a particular purpose, sometimes referred to as restricted funds....

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