Church Cashbook User Manual

Budgets compare annual budget amounts with actual totals by category for the selected church and financial year. The budget chart provides a visual summary at a glance.

Viewing the budget report

1. Go to Budgets.
2. Select the financial year if required.
3. Review Budget, Actual and Variance for each category.

Who can edit budgets?

Budgets can be created and edited by authorised Treasurers for that church.

Editing budgets (Treasurers only)

1. Open Budgets for the church and financial year.
2. Click Edit budgets.
3. Enter amounts for the relevant categories.
4. Save budgets.

Budget chart

Click View chart on the Budgets page, or open Budget chart from the dashboard, to see two visual charts:

• Budget vs actual — a horizontal bar chart showing the budget amount (grey) alongside the actual amount (colour-coded) for each category. The colours indicate status: green means within budget, amber means over 75% used, red means over budget, and grey means no budget has been set. A summary banner at the top flags any categories that are over budget or approaching the limit.
• Monthly totals — a grouped bar chart showing money in (green) and money out (red) for each month of the financial year. Use the Monthly / Cumulative toggle to switch between monthly figures and a running year-to-date total. The cumulative view shows whether the church is tracking ahead or behind overall.

Both charts degrade to a data table when printed.