Unit Allocation/Budget Estimate Tool

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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rich
Member
Posts: 56
Joined: Mon Aug 24, 2009 6:52 pm
Location: Branchburg, NJ USA

Unit Allocation/Budget Estimate Tool

Post by rich »

I looked around the forum and didn't see one posted. Here is a spread sheet that will provide a detailed estimate of unit allocations for top down annual budgeting purposes by entering expected attendance and carry-forward: https://drive.google.com/file/d/0BwaI40 ... sp=sharing

Yes MLS provides a similar look ahead tool but it just takes raw dollars/guesses. It doesn't calculate a precise estimate from the 2 previous quarterly reports that a clerk has already entered.

Some notes:
  • The fields that rarely change are locked.
  • If a stake allocates more or less of a percentage to a ward (i.e. line 5), the password to unlock the fields is "liahona1" for adjustment to match your allocation situation.
  • i.e. My stake allocates 71% of sacrament meeting attendance to the ward and 100% for other categories.
joshbingham
New Member
Posts: 36
Joined: Mon Mar 11, 2013 10:31 am

Re: Unit Allocation/Budget Estimate Tool

Post by joshbingham »

Thanks for sharing. This is great!
jsorens6
New Member
Posts: 38
Joined: Sun Sep 15, 2013 6:19 pm

Re: Unit Allocation/Budget Estimate Tool

Post by jsorens6 »

Any chance you still have this file stored somewhere public? Thanks!
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