Budgets turn your giving data into a living view of how each ministry fund is tracking.
Set a fund budget
- Go to Giving > Budgets.
- Choose a fund and enter its annual budget for the current year.
- Save. SteepleOS writes a budget-history row so you keep a record year over year.
Read the variance
- Each fund shows actual giving to date against a pro-rated expected amount (the share of the annual budget you'd expect by today's date).
- A negative variance means you're behind the pro-rated pace; positive means ahead.
- Use this on Giving > Budgets or in the Treasurer Report to spot a fund that's lagging early enough to act.
Tip: Budgets are per-fund, so you can track General, Missions, and Building separately and see exactly which one needs attention.