Budget Form

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.