Design#

Analytic Budget#

An Analytic Budget is used to define a financial plan for a set of Analytic Accounts over a defined period of time and for a specific Company.

A budget is made up from budget lines which define the budgeted amount for an Analytic Account. These lines can be grouped under another line to form a tree structure that sums up the amounts.

The actual amount of the budget lines is calculated from the debits and credits that are made to the budget’s analytic accounts.

See also

Analytic budgets can be managed from the main menu item:

The actual amounts for the budgets can be found from the main menu item:

Financial ‣ Reporting ‣ Analytic Budgets

Wizards#

Copy Budget#

The Copy Budget wizard is used to copy an entire budget. It allows the period and amounts in the copied budget to be changed.