Year-End Classification Review

At year-end, download the free spreadsheet to check whether your completed Table II is classifying expenses correctly. Hand it to your treasurer; it produces a pastor summary showing whether you're likely to over-report your apportionment base — and if so, by how much.

The spreadsheet uses the same rules engine as this planner, so everything stays consistent between year-round planning and year-end filing. Texas Annual formula is pre-loaded.

Download spreadsheet

What the spreadsheet includes

Input sheet for 2024 expenses by category
Rules sheet with every classification and its citation
Side-by-side calculation (as-reported vs. as-corrected)
One-page pastor summary with the dollar delta
Free to download and share with your treasurer forever

If you also want forward-looking scenario planning and a running budget dashboard throughout the year, use the Scenario and Budget Planner tabs above.