February 5, 2018
Hey Fletch … I’m working my way through the Finance 1 course on XPastor. There was a spreadsheet in class 5 on “offerings received” with an accompanying analysis of current week versus the income budget. More broadly, I’m looking for resources to help our finance reporting so anything you may be able to share with me would be greatly appreciated!
DRF—My favorite reporting mechanism is a 52 row spreadsheet, one line for each week. Here are the titles for the columns: Weekly Donations, Weekly Budgeted Donations, Weekly Delta. You can add more columns if you want to see year-to-date actual and budget deltas. I sent you the full sample file, enjoy! Remember: keep the data in your financial reports manageable. Don’t drown in a sea of meaningless data.