How to get Ward Missionary balance in LCR?

[ryanpatterson]

Currently when I have a family ask for their Missionary's funding balance, I pull up the previous month's Unit Financial Statement and pull it from there. However, I feel bad not getting the family a balance that's accurate as of that day since the most recent financial statement might be a month old at that point. Is there a way in LCR to see a Missionary's current balance at a given time?

[eblood66]

Got to the overview summary page and click on the little arrow to the left of the Ward Missionary Fund. It should expand to show all of the missionary subcategories.

[jdlessley]

Is there a way in LCR to see a Missionary's current balance at a given time?

Yes, there is.
Go to LCR > Finance > Overview > Income and Expense Summary
On the Income and Expense Summary page select:
The date range desired from Current Year | Previous Year | Custom Dates date range options,
Select Ward Missionary Fund in the categories drop-down list box,
Select the missionary name sub-category in the sub-category list box.

To get a detailed report, donations and expenses by date, without donor information, select Income and Expense Details instead of Income and Expense Summary from the Overview menu item.

[ryanpatterson]

This is perfect. In retrospect this should have been obvious, but I'm still pretty new into the calling. Thank you so much I sure appreciate the help!

[tjaw09a]

Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

[russellhltn]

Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

No.

[jdlessley]

Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

No.

There are a number of topic threads discussing this. Here are a few that may help understand why the answer is No:
viewtopic.php?f=92&t=25485
viewtopic.php?f=92&t=35447
viewtopic.php?f=156&t=24369
viewtopic.php?f=156&t=22586&p=217051#p217051