Usage

Setting budgets

New Budgets can easily be created, and existing budgets updated, by changing the budgets that are found in the [Financial ‣ Budgets ‣ Budgets] main menu entry.

Tip

To quickly add missing lines to a budget, you can use the Update Lines button. This creates a budget line for each missing income account.

Tip

To quickly create and distribute a budget across financial Periods you can use the Create Periods wizard by using the budget’s Create Periods button.

Tip

A budget can be copied to a new Fiscal Year using the Copy Budget wizard from the budget’s Copy button.

Tracking budgets

A report of actual amounts of each Budget can be found by opening the [Financial ‣ Reporting ‣ Budgets] main menu item.

Tip

From this view you can see the breakdown of a budget into its periods by opening the budget’s line.