Working with Budgets

When you open the Budget screen, double-click inside the budget selection box to create a new budget or edit the title of an existing budget. When creating a new budget, ChurchTrac will prompt you to automatically create budget categories for your budget. For this reason it is recommended that you set up your giving/spending categories before creating a budget. Categories can be setup from the contributions screen or the accounting screen.

Once you have created a budget and set up categories, you can enter an amount in one of the four budget columns: weekly, monthly, quarterly, or yearly. The other three columns will be calculated automatically based on your entry. You should enter positive numbers to budget for income or inflow amounts, and negative numbers to budget for outflow or expense amounts. These values will be summed at the bottom of the budgets screen.