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.
Posts: 51
Joined: Mon Aug 24, 2009 5:52 pm
Location: Branchburg, NJ USA

Unit Allocation/Budget Estimate Tool

Postby rich » Wed Dec 31, 2014 10:01 am

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/0BwaI40ia50pFSnIzeHU0d2M4Vm8/view?usp=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.

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Re: Unit Allocation/Budget Estimate Tool

Postby joshbingham » Sat Jan 03, 2015 8:04 pm

Thanks for sharing. This is great!

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Re: Unit Allocation/Budget Estimate Tool

Postby jsorens6 » Tue Dec 05, 2017 11:42 am

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

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