Budget Categories help organize your budget line items into logical groups for planning and reporting purposes.
Navigate to Stewardship > Setup & Configuration > Budget Categories in the sidebar.
Budget categories provide a way to group related budget line items. While giving and expense categories track actual transactions, budget categories organize your financial planning.
Examples:
Personnel -- Salaries, benefits, training
Facilities -- Rent, utilities, maintenance, insurance
Ministry Programs -- Children's, youth, worship, outreach
Administrative -- Office supplies, technology, professional services
Missions & Outreach -- Missions support, community service
View all budget categories with:
Category Name
Description
Status (Active, Inactive)
Click Add Category or Create New.
Fill in:
Category Name (e.g., "Ministry Programs")
Description -- What budget items fall under this category
Click Save.
When creating ministry budgets, you'll assign line items to budget categories. This allows you to:
Group budget items logically
Report on spending by category
Compare actual spending to budget by category
Roll up category totals for leadership reporting
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