Talk:How to financials

The following are categories from the 2014 budget that may need a home on this page.

• Cleaning
• Member points
• Safety
• Laser Loan

- MSkilton

The categories from the 2014 budget do not necessarily match up with the categories in quickbooks. This page is meant to explain what is being done in quickbooks, and by extension, what comes out in reports. Whomever does the next budget, should match up to this page. To specifically address your points:

• Cleaning would be an office expense.
• Member points. I see the usefulness of tracking this explicitly, but it shouldn't be a category. I'll look around to see what we can do about having this information somewhere in quickbooks.
• Safety equipment is a new category (Security/Safety Equipment), I should add it to this page.
• Laser loan. This page mostly lists expense accounts. I haven't put any bank accounts or income accounts in this list, so I'm wondering why it would be useful to put long term liability accounts here?

--Bry (talk) 16:18, 12 November 2014 (CST)

Things to do:

• Add explanation about buffer zone of pulled in transactions
• Add note about pex cards not being automatically pulled in