I checked with our folks in leader support. If you wanted to do this in PTO Manager, you would need to have a category for it so you have something to write transactions to and from.
To set up a new category go to Finances>Administration>Income/Expense Categories/Headings>click on New Category>fill out the information and click save.
Let us know if you need more help -- and you could also call Leader Support at 800-644-3561.They'd be happy to walk you through it.
We don't use PTO Manager, but on our spreadsheet, we have a "End of Year Voted Items" slot, and we use this category for whatever it is we decide to spend the surplus money on at the end of the year.
We have setup a Playground fund with our surplus funds for the last 2 years. We are planning to do several large purchases within the next few years.
My question is how do you account for those expenses? The playground account is similar to our savings account, but we use a check to pay the expenses which is our checking account. We use PTO Manager software and need to pick a budget category for all checks/expenditures. Do we need another budget category??? We don't really want to add to our Budget document. Any suggestions?
