Rethinking Budgeting Forum

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  • 1.  What format do you use for your budgeting process?

    Posted May 30, 2025 12:55 PM

    We are looking to change our ERP system due to the sunsetting of Eden.  I was curious what everyone uses for their budgeting process - Excel, ERP or software outside your ERP?  

    If you DO use your ERP to create your budget, which ERP are you using and do you like it?

    Thank you,



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    Jennifer Ludwick
    Executive Finance Director
    Allegan County
    Allegan MI
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  • 2.  RE: What format do you use for your budgeting process?

    Posted Jun 02, 2025 09:41 AM

    We have Tyler MUNIS and have automated about 62% of the budget book by linking excel schedules directly to the MUNIS database.  There are 7 levels in the MUNIS budget module and as we move through the process, we refresh the excel schedules we use for reporting.   Added bonus is a majority of the work to load the budget into the ERP for the next year is done by the time we complete the budget process.



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    Mary Ellen Leonard
    Director of Fiscal Services
    City of College Station
    College Station TX
    (832) 692-8190
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    Original Message


  • 3.  RE: What format do you use for your budgeting process?

    Posted Jun 02, 2025 11:03 AM

    Hi Jennifer,


    We use Tyler MUNIS' central budgeting which we are pretty happy with.  Nice integration with the GL, easy for departments to enter their budgets.   We can bring in payroll data including fringe benefits.   They have a decision package function we're hoping to try out this year.  Only wish was a capital budgeting function – we use excel.  And I wish we could have more sophisticated ways to create a current year projection – even just taking 50% of budget and adding it to the current six months of actuals for example.   Good luck!

     

    John Ruggini

    Finance Director

    City of Wauwatosa

    414 479-8962

     




    Original Message