Planning a Budget with Data from the Prior Year*

Written by Dana Kinsey

Last published at: May 13th, 2019

If you have created a budget before in CommunitySuite, the system will show you the prior year's budget for reference while you create your new budget.

NOTE: If you do not see a Fund that needs to be in your Budget then you need to go back to the Fund and check the Budget check box.  Conversely, if you have Funds in your Budget that do not need budgeting you will need to go to the Fund and un-check the Budget check box.

  • For printing or reporting you may want the budget to fit on one page. To do this you will need to add Short Names (under 30 characters) to each Fund you are budgeting against.

There is no formal Approval function in Budget - you can edit and alter the budget as needed.