Tech Forum Archive

Archiving Ward Financial Records

5 postsstarted by trhadley03 854 viewsoriginal topic

trhadley03
New Member
#1
What is the requirement for how many months or years of Ward financial records (donations, expenses, reports) are we supposed to keep? Right now I have three full years (2015, 2016, and 2017) and I have started my active year of 2018. Is a one year archive prior to the current date enough, or is it something like one full prior year plus all of the current year? Help! I am out of file space.
russellhltn
Community Administrator
#2
It depends on your country. In the US, it's 3 years plus current. So, your current situation is correct.

In other countries it can be 5-7 years.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
lajackson
Community Moderators
#3
In addition to what russellhltn said, it would make sense if the information were at the Help Center, and it probably is, but I cannot find it. I suspect it is buried inside one of the training modules.
russellhltn
Community Administrator
#4
File and Retain Donation Documents, second to last paragraph.

Also, File and Retain Expense Records.

Both are US-centric. A comment from someone in Europe says "10 years".
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
davesudweeks
Senior Member
#5
trhadley03 wrote:Help! I am out of file space.
If it helps, our financial records fit in two filing cabinet drawers (2 years per drawer). It is a bit tight, but it works. At the end of the year, we shred the oldest year and slide everything down 1/2 drawer. We have an average size ward. The filing space requirement has been reduced somewhat since online donations became available.