Track the amount of money is committed and paid for each program, track the overall community giving budget for your business, assign payments to particular GL Codes. You can use the budgeting feature to track progress toward your giving goals as you approve and pay out requests for cash or in kind donations.  

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NOTE: The Budgeting feature is only available for the 'Advanced' feature subscription and above. 

• Why Should I Use Budgets
• Creating a Budget
• Viewing a Budget
• Assigning a Budget to Submissions
• Best Practices

Why Should I Use Budgets? 

If your team need to track how much money is committed and/or paid to a particular program to help you make decisions on approvals you can use budgets to help track the amounts. If you need to assign different types of donations to different general ledger codes at your business, budgeting can help you do this. Even if you don't uses budgets actively, Do Some Good will keep track of the funds you have committed to donating as well as the funds you have paid out. 

As you move submissions through the approval process, you can attach a budget to any one of the submissions. You can use budgets however you see fit. If you want to use budgeting to track general ledger codes for giving you can do that, if you want to track an individual budget for each program you are running you can do that also. You can even use budgets to track different types of in kind or cash requests. Whatever you need to track discretely, the budgeting feature will allow you to do. 

Creating a Budget 

To create a budget, visit the Forms & Story Generator area in management and click on the the Budget tab. You will have an option to add a new budget. When adding a new budget you will be able to define the following properties: 

• The name of your budget
• A description of your budget
• The total amount available for your budget

Viewing a Budget

If you visit the management area for your business, navigate to the Forms & Story Generator page and the Budgets tab, you will see any existing budgets you have already defined. You may also see an 'Unassigned' budget where all submissions that are not specifically assigned to a budget are recorded. 

Assigning a Budget to Submissions

Best Practices