Easy to Understand Treasurer's Report to the Vestry

What do you show the vestry and where do you put it on the Parochial Report?

Many vestry members do not have a financial background and may feel intimidated by a discussion of numbers. If that describes you, this article can help give you a basic grasp of the concepts, which are not difficult. If you find the financial reports you receive at vestry meetings mystifying, it might be because the reports are not organized and presented in a way that facilitates understanding.

The purpose of this spreadsheet is to give your Treasurer a format for a financial report that is easily understood. In addition, you may wish to view the ECF webinar entitled “Fearless Finances” held in October 2016 that discussed the topic of this article.

Sample Vestry report format tied to parochial report