Connection Card Pro Help & Documentation

Creating a Simple Budget

Connection Card Pro ‘s Budget feature is an Add-On which can help you and your staff efficiently create a budget for your organization quickly! Our Budget Add-on package also includes our Reimbursement Requests feature and our Credit Card Expense Report feature!

To Add the Budget Add-On feature, click on your Profile Image in top right corner > Billing and under Additional Services select Budgets, Reimbursements, Expense Forms!

By adding the Budget feature to your Connection Card Pro package, your staff and departments can use our powerful Budgeting feature to quickly build your annual budget! Grant access to ministry leaders to submit line items for their own departments which automatically sync up with your chart of accounts.

Use our Budget feature to create an entire annual budget for your church or organization in less than an hour! (at least according to one of our customers who recently created an annual budget for a network of 8 churches in less than 45 minutes!).

And, as mentioned above, you will also have access to Connection Card Pro’s Reimbursements and Credit Card Expense Reports features that are included with the Budget Add-On!

To Create a New “Simple” Budget

From the menu:
Accounting > Budgets

• Type in your Description/Title and complete all fields here and click Next.
• Select Simple Budget option and Save changes.
• Add your Income and Expense Line items under the appropriate heading.
• Use the + to add more line items.
• Click “Same Amount each Period” to automatically enter the same amount in the other months or quarters after you enter an amount in the first column. Or uncheck to enter different amounts for each month or quarter.
• In Expense line items you can choose to use a dollar amount or automatically calculate an amount based on a percentage of your budget from an income line item.
• Save Budget
• Submit budget when completed. 

Or see our help document on how to create a budget broken down by departments.