Finance Basics for Scout Units: Difference between revisions

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Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants:
Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants:
== Fiscal Year Layout ==
There are several ways to set the fiscal year for your scout year.
# '''Calendar Year [Jan-Dec]''' - traditional format
# '''School Year (Troop) [Aug-Jul]''' - Preferred format for troops and crews with the following benefits:
** Membership dues and fundraisers are collected at the beginning of the year with eye towards preparing major events of the year
** Year ends with major expenditure event - (summer camp and/or hi-adventure or jamboree)
# '''School Year (Pack) [Jul-Jun]''' - Preferred format for packs - all the same reasons as above.
Partial year adjustment: You can declare an odd year - one with either fewer months or extra months for if you want to move your unit from a Calendar Year to a School year fiscal program (or vice-versa).


== Resources: ==
== Resources: ==
* '''[https://docs.google.com/spreadsheets/d/1S-yxcFyh0rCnOO6Dv27DU-TUNzPAuqbfuywAFM9Icmw/edit#gid=0 2020 Scout Unit Billing Worksheet]''' - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history.  With grand totals.
* '''[https://docs.google.com/spreadsheets/d/1S-yxcFyh0rCnOO6Dv27DU-TUNzPAuqbfuywAFM9Icmw/edit#gid=0 2020 Scout Unit Billing Worksheet]''' - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history.  With grand totals.

Revision as of 03:56, 19 January 2020

Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants:

Fiscal Year Layout

There are several ways to set the fiscal year for your scout year.

  1. Calendar Year [Jan-Dec] - traditional format
  2. School Year (Troop) [Aug-Jul] - Preferred format for troops and crews with the following benefits:
    • Membership dues and fundraisers are collected at the beginning of the year with eye towards preparing major events of the year
    • Year ends with major expenditure event - (summer camp and/or hi-adventure or jamboree)
  1. School Year (Pack) [Jul-Jun] - Preferred format for packs - all the same reasons as above.

Partial year adjustment: You can declare an odd year - one with either fewer months or extra months for if you want to move your unit from a Calendar Year to a School year fiscal program (or vice-versa).

Resources:

  • 2020 Scout Unit Billing Worksheet - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history. With grand totals.