Tracking budget changes

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There are times during the year when you may need to make changes to your budget. To do so, click on the Budget icon in the toolbar.

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Make appropriate changes by clicking in the field you want to change and typing in the updated information.

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You may also want to make note of your changes within the budget. Click the More icon next to the line item you’re changing.

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Use the Notes field to notate any changes that you’ve made.

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We recommend the following steps to maintain a clear paper trail:

1. Print out a copy of the budget as it stands now. We like the Income & Expense Compared to Annual Budget Report and/or Budget Report for this.
2. Mark it clearly as the “Budget as approved on [date] at the General Membership meeting.”
3. File it away safely. Perhaps upload it into your Documents library in MoneyMinder.
4. Make a copy for your secretary.
5. Make the changes as described above.
6. Now print out the revised copy of the budget: Reports > Budget Report.
7. Mark it clearly as the “Budget as of [date} and state what was changed and how it was approved.”
8. Repeat steps 3 and 4, ensuring both versions are stored.

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