Purpose
EmpowOR’s Supplemental Forms, including the Budget form, are used to collect participant information required by a program, agency, or funder. The Budget form is household-based and tracks all household expenses. Each budget is saved as a "Budget Snapshot" with a specific date.
Creating a New Budget Snapshot
- When to Create:
- A new snapshot should be created whenever significant changes occur in a household budget.
- Steps to Create a New Budget Snapshot:
- Navigate to WORK TEMPLATE → BUDGET.
- Click ADD NEW to create a new snapshot.
- Fill out the form, including:
- Budget Date (from ADMIN → MANAGE BUDGET ITEMS)
- Income Snapshot (linked to budget)
- Budget Items (customizable list)
- Budget Amount (entered per item)
- Period (weekly, monthly, annual, etc.)
- Actual Amount Paid
- Documented (checkbox for proof of bill)
- Paid (checkbox for timely payments)
- Late Fee (checkbox if a late fee was charged)
- Click RECALCULATE at any time to update budget totals.
- Click SAVE when finished.
Editing an Existing Budget Snapshot
- Select the snapshot to edit.
- Click the EDIT icon.
- Modify necessary fields.
- Click RECALCULATE for updated totals.
- Click SAVE to store changes.
Default Budget Items
EmpowOR includes a preset list of budget items (e.g., rent, utilities, insurance, childcare, food, transportation). Agencies can customize the list by adding, removing, or rearranging items.
Customizing Budget Items
Requires Admin access via:
- ADMIN menu → MANAGE BUDGET ITEMS
- Add new items
- Edit existing items
- Remove items
- Rearrange order
Agencies may retain the default list or modify it to fit their needs.