Search found 186 matches

by cchang
Thu Apr 26, 2018 8:42 am
Forum: Local Unit Finance
Topic: Budget transfers and reallocations
Replies: 2
Views: 409

Re: Budget transfers and reallocations

eblood66 wrote:You can edit the budget amounts at any time.


For some reason, I thought we weren't able to edit the budget amounts after a certain amount of time and didn't want to be stuck without the ability to edit them.
by cchang
Thu Apr 26, 2018 8:41 am
Forum: Local Unit Finance
Topic: Budget - Auxiliary Units over budget
Replies: 13
Views: 1457

Re: Budget - Auxiliary Units over budget

I'd also suggest reading Handbook 1: 14.7.1 about how budgets are to be derived. It should be based on a plan for what will be done and not just using last year's numbers. Obviously, sometimes things turn out a bit more expensive than expected, but if they're sticking to the plan it shouldn't go wi...
by cchang
Wed Apr 25, 2018 2:16 pm
Forum: Local Unit Finance
Topic: Record Paper Rentention
Replies: 3
Views: 460

Record Paper Rentention

We have a file drawer of all our tithing slips, finance transactions, reimbursement forms, monthly financial statements, etc. How long should we keep those paper copies before we can recycle them? It looks like according to lds.org, we can review transactions for up to three years so should we only ...
by cchang
Wed Apr 25, 2018 2:12 pm
Forum: Local Unit Finance
Topic: Budget transfers and reallocations
Replies: 2
Views: 409

Budget transfers and reallocations

When we try to do a budget allocation at the beginning of each year and then need to "transfer" the funds from one account to another to help offset some unforeseen expenses, can you continue to make these reallocations throughout the year or is there a cutoff date that budgets need to be ...
by cchang
Wed Apr 25, 2018 2:09 pm
Forum: General Clerk Discussions
Topic: KPI - Ward Key Performance Indicators
Replies: 2
Views: 556

KPI - Ward Key Performance Indicators

Does any of your Ward keep track of any key performance indicators such as tithing trends, welfare trends, new convert baptisms, etc. reports? I'm trying to see if there are trend reports on how the Ward is doing as far as key performance indicators. I tried to do a three year trend of how our tithi...
by cchang
Wed Apr 25, 2018 2:06 pm
Forum: Local Unit Finance
Topic: Budget - Auxiliary Units over budget
Replies: 13
Views: 1457

Budget - Auxiliary Units over budget

Do most of your Wards use a Quarterly or Annual budget when letting your Auxiliary units know their budgets? We do a quarterly budget since that is the amount we receive each quarter from Headquarters. How have you handled situations where the unit goes over their quarterly budget? Do you dip into n...

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