Clik here to view.
Budget Breakdown Part III – Budget Tools
In my previous blog we took a look at entering budgets into the records. If you missed it, check out Part II of the Budget Breakdown series. Today, in Part III we will be looking at Budget Tools and...
View ArticleThere’s a Place for Everything, and Everything in its Place…
Budget records are great tools, especially when they are incorporated into reports like the Income Statement, giving you a full 360° view of your expenses and their projections. Where exactly to begin...
View ArticleClik here to view.
The 5 Second Budget Export*
Have you ever thought to yourself, “I just wish I could see my Budget in Excel exactly the way I have it set up in The Financial Edge without the hassle of creating a detailed export or query”? This is...
View ArticleClik here to view.
Build Your Budget To Suit Your Timeline
Many of us will be closing Fiscal Years soon and that means that we will also need to create a Budget for the new year. You have the option of creating a Fiscal year budget so that you can create a...
View ArticleClear And Sunny Skies Ahead: Forecasting Budgets in The Financial Edge
Entering budgets can be a time consuming and time-sensitive part of maintaining organizational finances, but it’s also an important step in setting your organization up for successful spending in the...
View ArticleBudget Imports-DEMYSTIFIED! (Part 1)
You may be thinking to yourself, “Importing into The Financial Edge can be tricky!” In this blog, we will discuss key details in importing budgets and what is required to successfully import without...
View ArticleWelcome To The New Fiscal Year!
Congratulations! For many of you, you just finished up the last month of your fiscal year and did everything to get those last donations in. After all those gifts are counted, celebratory emails...
View ArticleClik here to view.
Budget Imports-DEMYSTIFIED! (Part 2)
Thank you for joining us for the second edition of Budget Imports- DEMYSTIFIED! In the first blog, we discussed required fields and how to find the Budget Scenario Import ID. Once your CSV file is...
View ArticleThe “Final” Budget Frontier: How to Finalize a Budget Scenario
Have you recently created or copied a budget? Have you allotted all of the appropriate amounts? Do you believe that you are done with entering your budget? If that is the case, then you are ready to...
View ArticleClik here to view.
Stop Chasing Your Tail | Setting Realistic Fundraising Goals for 2015
Happy October! Welcome to a month filled with beautiful fall foliage, pumpkin flavored everything, and building your 2015 budget. While I’d love to share pictures of pretty little Indiana leaves with...
View Article