Budget transfers and reallocations

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
cchang
Member
Posts: 186
Joined: Mon Apr 17, 2017 7:11 am

Budget transfers and reallocations

Postby cchang » Wed Apr 25, 2018 2:12 pm

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 set before you can no longer reallocation or transfer between accounts?

eblood66
Senior Member
Posts: 3404
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Budget transfers and reallocations

Postby eblood66 » Wed Apr 25, 2018 4:20 pm

You can edit the budget amounts at any time.

cchang
Member
Posts: 186
Joined: Mon Apr 17, 2017 7:11 am

Re: Budget transfers and reallocations

Postby cchang » Thu Apr 26, 2018 8:42 am

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.


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