Stay on budget with real-time tracking
Create annual budgets, track spending in real-time, and get alerts when you're approaching limits. Keep your church financially healthy with proactive budget management.
- Create budgets in minutes
- Track spending in real-time
- Get alerts before overspending
- Copy previous year budgets
2024 Budget vs Actual
Year to Date
Total Budget
$246,000
Budget Alert
Missions at 106%
Active Funds
8 Funds
Annual Budget Creation
Set annual budgets by category and fund. Define spending limits for each ministry.
Real-Time Tracking
See budget vs actual spending updated in real-time as transactions are recorded.
Budget Alerts
Get notified when spending reaches 75%, 90%, and 100% of budget.
Variance Analysis
See percentage and dollar variance for each budget line at a glance.
Fiscal Year Flexibility
Set your fiscal year to start any month. Budget tracking aligns automatically.
Multi-Level Budgets
Budget by category, fund, or ministry to match your church structure.
Copy Previous Year
Start next year's budget by copying last year's. Adjust as needed.
Budget Goals
Set income goals alongside expense budgets. Track giving against projections.
Budget Reports
Generate detailed budget vs actual reports for board meetings.
FAQ
Frequently Asked Questions
How do I create a new annual budget?
Go to Budget Management, click "Create Budget," and choose your fiscal year. You can start from scratch, copy last year's budget as a starting point, or import from a spreadsheet.
Can I budget by fund and category?
Yes! Create budgets at the category level, fund level, or both. Budget your general fund separately from restricted funds, and break down each fund by expense category.
How do budget alerts work?
Set threshold alerts at any percentage (commonly 75%, 90%, 100%). When spending reaches the threshold, designated team members receive email notifications to review.
Can ministry leaders see their own budgets?
Yes! With multi-ministry features, each ministry leader can view their department budget and spending while administrators see the full church budget.
Still have questions?
Contact our support team