How to Set Up Program Budgets

A program's money is handled on the Budget & Financials tab of the program record. It brings projected and actual figures together in one place so you can see the plan and the reality side by side.

Opening It

1. Open the program from Programs > Program List
2. Choose the Budget & Financials tab

The Four Areas

The page opens on four cards, each showing a running total and the number of items behind it. Clicking one opens that area:

• Projected Expenses: what you expect to spend
• Actual Expenses: what has actually been spent
• Projected Income: what you expect to bring in
• Actual Income: what has actually come in

Below the cards, the Financial Summary pulls the same figures together for the program as a whole.

Where Actual Income Comes From

Actual income is not typed in by hand. It is drawn from the real records already in Argenta, so payments, invoices, donations and sponsorships attached to the program all count toward the total. That means the figure moves as the money arrives rather than waiting for someone to update a spreadsheet.

The Budget Field

The Budget figure on the Program Details tab, along with Is Program Currently Funded?, records the headline budget for the program. The Budget & Financials tab is where the detail behind it lives.

Best Practices

• Enter projected figures early, so the comparison has something to work against
• Attach income and expenses to the program as they happen, rather than reconciling later
• Check the Financial Summary before reporting a program's position to anyone