From the launching station, click on the Billing button and select Add
Budget. (You may also choose Add New Budget from the Startup menu, or Add New
Budget from the Billing menu.) This window will open:
The Bad Debt % is the percentage of revenue that has typically gone uncollected in the past. By default the percentage is set to 3; however, you may change it if you wish.
Enter the term for this budget. For example "Fall 1997." This will be the name of your budget.
Expenses (House and General) are expenses that your organization incurs
regardless of membership numbers. Civic taxes on a house would be an
Variable Expenses are expenses that increase and decrease according to the number of members. An example would be the cost of mailouts.
add an expense, click on the Add Item button
directly above the appropriate list of expenses. The window below will open.
Select any item to be deleted, and click on the Delete Item button. Totals for the expense area you have deleted, the total expenses, and the budget surplus are all updated automatically.
Your lists of expenses my be sorted by item, or by cost. Simply click on the Sort By button to change the sort order.
Expenses are summarized in the Expense Breakdown area. Amounts are updated automatically as expenses are added.
in the Use Suggested Amounts checkbox to have The House Manager
automatically calculate what your house needs to charge its members in order to
balance the budget.
If you leave the Use Suggested Amounts checkbox unchecked, you may enter fees manually, and The House Manager will determine the budget surplus (or shortfall) based on member and expense information already entered.
on the Other Revenues button to enter sources of revenue other than
fees, such as a car wash. Clicking the button brings up this screen:
update an item:
1. Click on the item to select it
2. Modify the information for that revenue item.
3. Click on the Update button.
delete an item
1. Click on it to select it
2. Click on the Delete button.
When you click on the Close button, the other revenues are tallied and included in the budget surplus calculation.
Click this button to print out your budget for the term.
I've deleted the Cancel and Save text because it's wrong. The changes the user makes in the included layouts (i.e. other revenue and expenses) are permanent regardless of which button you click. I've just brought this to David's attention. We'll have to let him decide how he wants to play this out. I've suggested he use a "Close" button.
List Budgets from the Budgets menu allows you to examine budgets that have been
saved. When you select this item, you will get a screen like the picture on the
This window is useful for searching and generating reports. For more information on these functions, please refer to Chapter 7.