| Issue | Budget | Actual | Balance | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Support 2025 #5 | 4.7 | 0 | 4.7 | |||||||
| Audit and cleanup of CiviCRM #19 | 0 | 0 | 0 | |||||||
| Discovery / Making better use of CiviCRM #20 | 0 | 0 | 0 | |||||||
| Import purchase transactions #30 | 0 | 0 | 0 | |||||||
| Share certificate training #35 | 0 | 0.3 | -0.3 | 0.3 | ||||||
| Accounting period and transactions training #38 | 0 | 0.1 | -0.1 | 0.1 | ||||||
| First statement and payment run #41 | 0 | 1.4 | -1.4 | 0.1 | 0.5 | 0.9 | ||||
| Create share certificate template #42 | 0 | 0.0 | -0.0 | 0.0 | ||||||
| CiviShares not counting investments from partially withdrawn portfolios #43 | 0 | 0.0 | -0.0 | 0.0 | ||||||
| How to use CiviShares smart groups #44 | 0 | 0.0 | -0.0 | 0.0 | ||||||
| Bank account import #48 | 0 | 0.3 | -0.3 | 0.3 | ||||||
| Create statement template #49 | 0 | 0.2 | -0.2 | 0.2 | 0.0 | |||||
| Security Issue/Login Attempts. #55 | 0 | 0.1 | -0.1 | 0.1 | ||||||
| Changes to "register" report #57 | 0 | 0.4 | -0.4 | 0.1 | 0.2 | |||||
| Total | 4.7 | 2.9 | 1.7 | 0.3 | 0.2 | 1.0 | 0.9 | 0.1 | 0.1 | 0.2 |