Entering Budgets

Entering Budgets

Previous Top Next

From the Chart of Accounts screen find the general ledger item that you would like to enter a budget for and then click on the 'Balances/Budgets' button, the following screen will appear:
balances & budgets

·	Click on edit and you can enter or amend your budgets here. If you put the total budget in the total line the system will apportion the budget over the 12 months. You can also enter the budget for each month yourself.

·	If you wish to budgets to proportion to previous budgets just use the buttons on the bottom of the balances and budgets screen.

·	IT IS IMPORTANT THAT YOU ENTER THE BUDGETS INTO ONLY THE INCOME AND EXPENDITURE CODES.

Please note that each general ledger code budget must be
done individually from the own screen.