Member budget maintenance

The budget account is commonly used for administering CUNA's funeral plan. However, by the nature of the setup, it allows for many other utilities and suppliers alike. This program allows you to create and maintain a budget record for your member(s).

Setting up the savings details

Setting up the payee(s) record(s) - (within the grid)

If you have used budget type maintenance, then you will have created a profile of your most often required budget payees. e.g. "CUNA - Family Funeral Plan". The wand allows you to quickly choose from the list of budget payees, selecting all that are necessary for a member.