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HollyJoy
Level 3

budgets

We are upgrading to include the budget module. The budget we use now (Excel) is divided by ministries. Is that what we would use QB "classes" for? Setting up each ministry as a class? In reading help topics they suggest I open the latest profit and loss report and add classes to each of the income and expense accounts. Is that the first step we should take?

 

Thanks! It's a bit confusing. I've watched videos on how to add the budget figures, just wanted to make sure I can get reports that compare budget to actual divided by ministries and also total for year-to-date. 

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