Financial Reports

Overview

Scout Manager provides several financial reports to help treasurers manage the unit’s finances, report to committees, and provide transparency to families.

Required role: Treasurer or Administrator

Available Reports

Treasurer Summary

A high-level overview of the unit’s financial health:

• Total assets (checking, savings, cash)
• Total liabilities
• Net balance
• Income this period
• Expenses this period
• Comparison to prior period

Navigate to Accounting → Reports → Treasurer Summary.

Scout Ledger Report

A per-scout transaction history showing every charge and payment:

• Date, description, and amount of each transaction
• Running balance
• Current balance due (or credit)

Navigate to Accounting → Reports → Scout Ledger.

Useful for:

• Sharing with parents (“here’s what you owe and why”)
• Reconciling at year-end
• Audit trail for committee review

Income/Expense Report

A breakdown of all income and expenses by category for a date range:

• Total income by category (dues, fundraisers, donations, etc.)
• Total expenses by category (camping, awards, supplies, etc.)
• Net income (income minus expenses)

Navigate to Accounting → Reports → Income/Expense.

Report Options

All reports support:

• Date range filter — see a specific time period
• Print — print-friendly layout
• Export — download for spreadsheet use

Tips

• Run the Treasurer Summary monthly for committee meetings
• The Scout Ledger is useful when parents ask “what do I owe?”
• Income/Expense report helps with annual budget planning
• All reports respect role-based access — parents see only their own family’s data