Budget Generator

Updated February 15, 2022

The Budget Generator will allow the user to globally set budgets for a financial year based on either previous Budgets or on Actual Values. 

 

Generate Budgets Screen

 

 

Enter the appropriate relative years (year "0" is the current year and year "1" is next year). The relative year must exist before it can be set.

 

Select either Copy Actual Values or Copy Budget Values. The user may optionally modify the figures for the new budgets.

 

Comments:

1.   Selecting the same Copy From Relative Year and New Relative Year, and option Copy Budget Values, and modify Copied Values by minus 100% (-100) will set all budgets in that year to zero.

2.   Only Accounts that have the Set Budget option set GL Account Maintenance may have budgets generated.

3.   Budget values can be modified from the Accounts menu by selecting the apprioprate account and clicking the Budget button.