Editing Budgets

Use the Manage Budgets window to modify your existing budgets.

To edit a budget

Navigate to General Ledger > Manage > Budgets.
The Manage Budgets window opens.

In the Fiscal Year box, enter a fiscal year for the budget that you want to edit.
If you selected Calculate Company Budget From Location Budgets? for this fiscal year in the Manage GL Administration window, the budget for this fiscal year is based on location, and you cannot edit budget totals when you are viewing all locations.

Tip

To change the location budget information for this fiscal year, click Change Location Settings.

In the Location box, enter a specific location or all locations.

Click Retrieve Budget.

Tip

To add a new GL account to the budget, click Add Account.

To edit budget amounts, you can enter amounts directly into the Manage Budgets table by entering individual amounts for each account. Click on an account’s period and enter the amount.
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You can click the account you want and then click Edit. On the Edit Budget window, Annual Amount box, enter an annual amount for that account’s budget.

If you want to spread the budget evenly across all periods, select the Divide Evenly Across Periods? check box.

If you choose not to divide the budget across all periods, you must enter individual amounts for each period in the Edit Budget table. The period budget amounts must add up to the annual budget amount.

Click Update.
The Edit Budget window closes and the updated item appears in the list on the Manage Budgets window.

Click Save.