Budget Setup - Budget Component Format Examples
Budget Format: Demo SGA 1 – Payroll – Monthly – with Cola and Merit
Hourly wages with preset merit increases and checkboxes for various benefits. In this example, the hourly rate is entered only in the 1st month and auto-calculated in subsequent months, which makes easy entry for users.
Another example is hourly wages with columns for optional merit (Y/N), salary adjustment percentages for those whose salaries are split between locations, and dropdown selection for benefit plans. Subsequent allocation can be set up to calculate health/dental benefits at a flat monthly rate x number of employees x salary adjustment %.
Payroll monthly format where reg/OT hours or annual salary can be entered and calculated by month.
Budget Format: Demo SGA 1 – Payroll – Annual
The annual salary format may have an hourly rate calculation, or you can simply enter the annual salary, which is distributed as defined in the Distribution column. Monthly distribution can be seen on the Distribution tab.
Payroll annual format with % distribution adjustment when salaries are split between locations.
Note: Allocations should be set to use the % of a distribution to calculate the appropriate % of (flat-rate) insurances.
Budget Format: Demo SGA 1 – Membership – Simple
Budget Format: Demo SGA 1 – Membership – Types
Note: If Sign Up Fees, Scholarships, etc., are entered in a column on the budget entry screen, they can be included in the Budget Amount calculation. If separate account numbers exist for Sign Up Fees, Scholarships, etc. those amounts can be entered here and updated in the appropriate account number through the allocation setup.
Budget Format: Demo SGA 1 – Membership - Percentage
Budget Format: Demo SGA 1 – Program Income
Aquatics Monthly
Budget Format: Demo SGA 1 – Program Income
Day Camp – enter in the appropriate months
Note: Comments about Scholarships above under the Membership examples could also apply to program income.
Budget Format: SGA 1 – Program Expense - Annual – Summer Programs
Day Camp Annual – Enter the total amount and distribute according to last year.
Budget Format: Demo SGA 1 – Program Income
All Day Care Monthly
Budget Format: Demo SGA 1 – Program Income
BASC Monthly
Example of Before/After Child Care Income
Budget Format: Demo SGA 1 – Generic
Example of Office Supplies
Youth Sports (copied from last year)
Budget Format: SGA 1 – Conference & Staff Training
Budget Format: Demo SGA 1 – Program Expense – Annual - SumPrg
Day Camp Annual – Enter everything for the entire year and distribute according to last year.
