{"id":9410,"date":"2025-08-11T10:00:00","date_gmt":"2025-08-11T09:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/?post_type=docs&#038;p=9410"},"modified":"2025-09-04T20:23:24","modified_gmt":"2025-09-04T19:23:24","password":"","slug":"19-how-to-add-budgets","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-auswertungen-und-zwecke\/19-how-to-add-budgets\/","title":{"rendered":"How to add budgets"},"content":{"rendered":"\n<p>Budgets are very helpful for financial planning in the church. They let you keep track of the expenses of the individual teams and both the church leadership or the executive board and the individual team leaders always know exactly how much budget is still available.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Budgets are always linked to cost centers and therefore cannot be added separately.<\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\">1. Open up cost centers<\/h2>\n\n\n\n<p>To create a new budget, navigate to the <em><strong>Master Data<\/strong><\/em> (2) in the <em><strong>Finance module<\/strong><\/em> (1) and select <em><strong>Cost Centers<\/strong><\/em> (3).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"325\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-386.png\" alt=\"\" class=\"wp-image-16525\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-386.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-386-300x104.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-386-768x266.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-386-360x124.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Add budget<\/h2>\n\n\n\n<p>Here you can either add a new cost center with a budget (4) or add a budget to an existing cost center (5).<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" width=\"275\" height=\"421\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-385.png\" alt=\"\" class=\"wp-image-16523\" style=\"width:338px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-385.png 275w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-385-196x300.png 196w\" sizes=\"(max-width: 275px) 100vw, 275px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Make budgets visible<\/h2>\n\n\n\n<p>The budgets are then displayed in the <em><strong>Finance module<\/strong><\/em> (1) in the <em><strong>Budgets tab<\/strong><\/em> (2).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"940\" height=\"365\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-384.png\" alt=\"\" class=\"wp-image-16522\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-384.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-384-300x116.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-384-768x298.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-384-360x140.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<p>In order for the budgets to be viewed by other people, you must link the cost center to which the budget belongs to a group and assign the necessary permissions within the group. We have explained this process on our help page on cost centers. &nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br>What to do if entries are not deducted from the correct budget?<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First check whether the cost center to which the budget belongs is selected in the <strong>transaction<\/strong>.<\/li>\n\n\n\n<li>As a second step, check whether the <strong>account or offset account<\/strong> specified in the transaction is marked as a <em><strong>cash account<\/strong><\/em> in the <em><strong>Master data<\/strong><\/em>. In the case of cost centers, only receipts and expenditures are taken into account, but not transfers, which is why the account used must be marked as a cash account.<\/li>\n<\/ol>\n<\/blockquote>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Read more<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-set-up-an-account-chart\/\" data-type=\"docs\" data-id=\"9427\">How to set up an account chart<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-taxes\/\" data-type=\"docs\" data-id=\"9414\">How to add taxes<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-cost-centers\/\" data-type=\"docs\" data-id=\"9411\">How to add cost centers<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>Budgets are very helpful for financial planning in the church. They let you keep track of the expenses of the individual teams and both the church leadership or the executive board and the individual team leaders always know exactly how much budget is still available. 1. Open up cost centers To create a new budget, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[443,441],"doc_tag":[],"knowledge_base":[224],"class_list":["post-9410","docs","type-docs","status-publish","hentry","doc_category-budgets-reports-and-purposes","doc_category-master-data-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":253,"total_views":"2349","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Budgets, reports and purposes","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-reports-and-purposes\/"},{"term_name":"Master data","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=9410"}],"version-history":[{"count":5,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9410\/revisions"}],"predecessor-version":[{"id":39357,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9410\/revisions\/39357"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=9410"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=9410"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=9410"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=9410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}