How to get Ward Missionary balance in LCR?

Currently when I have a family ask for their Missionary's funding balance, I pull up the previous month's Unit Financial Statement and pull it from there. However, I feel bad not getting the family a balance that's accurate as of that day since the most recent financial statement might be a month old at that point. Is there a way in LCR to see a Missionary's current balance at a given time?

Got to the overview summary page and click on the little arrow to the left of the Ward Missionary Fund. It should expand to show all of the missionary subcategories.

ryanpatterson wrote:Is there a way in LCR to see a Missionary's current balance at a given time?

Yes, there is.
Go to LCR > Finance > Overview > Income and Expense Summary
On the Income and Expense Summary page select:
The date range desired from Current Year | Previous Year | Custom Dates date range options,
Select Ward Missionary Fund in the categories drop-down list box,
Select the missionary name sub-category in the sub-category list box.

To get a detailed report, donations and expenses by date, without donor information, select Income and Expense Details instead of Income and Expense Summary from the Overview menu item.

This is perfect. In retrospect this should have been obvious, but I'm still pretty new into the calling. Thank you so much I sure appreciate the help!

Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

tjaw09a wrote:Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

No.

russellhltn wrote:

tjaw09a wrote:Is there a way to enable the parents of a missionary to view the current balance, ie accessing the info online?

No.

There are a number of topic threads discussing this. Here are a few that may help understand why the answer is No:
viewtopic.php?f=92&t=25485
viewtopic.php?f=92&t=35447
viewtopic.php?f=156&t=24369
viewtopic.php?f=156&t=22586&p=217051#p217051