Scout Accounts

Overview

Scout accounts let you track how much each scout or family owes (or has in credit). When you charge for events, record dues payments, or credit fundraiser earnings, the individual balance updates automatically.

Required role: Treasurer or Administrator

How Scout Accounts Work

Each scout (or family) has a member account that tracks their individual balance:

  • Positive balance = the family has credit (they’ve overpaid or earned fundraiser credits)
  • Negative balance = the family owes money (charges exceed payments)
  • Zero balance = all paid up

Setting Up Scout Accounts

  1. Navigate to Accounting → Accounts
  2. Click Add Account
  3. Set type to Member
  4. Link to a specific scout
  5. Click Save

Repeat for each scout in your unit, or use the bulk setup option if available.

Common Operations

Recording a Payment from a Family

  1. Open the scout’s member account
  2. Click Add Transaction → Deposit
  3. Enter the amount received
  4. Save

Charging for an Event

Use the Charge for Event feature to automatically create charges on each attendee’s account.

Viewing a Family’s Balance

Parents can see their own family’s balance when logged in. Leaders can see all balances from the accounts list.

Tips

  • Scout account balances appear in personalized newsletters
  • The Scout Ledger Report shows full transaction history per scout
  • Negative balances mean the family owes money
  • Parents see only their own family’s account — not other families'