# Budgeting Menu

# GL Budgeting

<span class="ts15"><span class="ts0">Set up Bu</span><span class="ts0">d</span><span class="ts0">gets for each month for your in</span><span class="ts0">c</span><span class="ts0">ome and expense accounts.</span></span>

<span style="color: rgb(45, 194, 107);">**<span class="ts15">General Ledger&gt;Activity&gt;</span><span class="ts15">Budgeting</span>**</span>

<span class="ts0">This will help you track progress </span><span class="ts0">throughout the year.</span>

<span class="ts0">The budgeted amount is highlighted in blue under</span><span class="ts0"> </span><span class="ts0">the budgeted column.</span>

<span class="ts0">Manually insert this month by month or insert the total amount and </span><span class="ts0">allocate, this amount will be allocated equally throughout the months</span><span class="ts0">.</span><span class="ts0"> </span>

<span class="ts0">For your conv</span><span class="ts0">en</span><span class="ts0">i</span><span class="ts0">e</span><span class="ts0">nce this can also be imported</span><span class="ts0">.</span>

<span class="ts0">Includes</span>

<table border="1" class="align-center" id="bkmrk-1.-budget-replacemen" style="border-collapse: collapse; width: 100%; height: 178.781px;"><colgroup><col style="width: 6.60501%;"></col><col style="width: 93.5186%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**1.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Budget replacement for months that don’t have actuals</span></td></tr><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**2.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Budget per month</span></td></tr><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**3.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Budget compare from previous year</span></td></tr><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**4.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Budget variance percentage</span></td></tr><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**5.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Operational and non-operational Income statement / Profit and loss</span></td></tr><tr style="height: 29.7969px;"><td class="align-center" style="height: 29.7969px;">**6.**</td><td class="align-left" style="height: 29.7969px;"><span class="ts0">Budget template import for budget and revised budget</span></td></tr></tbody></table>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2572).png)

<span class="ts0">A budget is a financial document used to project future income and expenses.</span>

##### <span class="ts0">Basic Search Tab</span>

<table border="1" id="bkmrk-financial-year-to-se" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 16.2346%;"></col><col style="width: 83.889%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Financial Year</span>**</td><td><span class="ts0">to search by selecting the financial year from the drop-down arrow and entering the total year amount</span></td></tr><tr><td>**<span class="ts0">Account</span>**</td><td><span class="ts0">to search by selecting the account from the drop down arrow</span></td></tr><tr><td>**<span class="ts0">Allocate button</span>**</td><td><span class="ts0">to apportion funds for a specific purpose for a selected financial year</span></td></tr></tbody></table>

---



#### <span class="ts0">Reports</span>

Run your Profit and Loss report by period to establish a clear baseline for your budget.

<span style="background-color: rgb(255, 255, 255); color: rgb(45, 194, 107);">**General Ledger &gt; Reports &gt; Report List**</span>

- Select the **General Ledger** category to refine the list
- Then click the **Profit and Loss by Period** report

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/RSHimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/RSHimage.png)

- Select the "**Year From**" and "**Year To**" for your report
- Click "**Generate**" to run the report

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/lyqimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/lyqimage.png)

With this report, you’ll be able to see your monthly expenses by cost centre for the previous financial year.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/noBimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/noBimage.png)

---

#### Import / Export Template


<span style="background-color: rgb(255, 255, 255); color: rgb(45, 194, 107);">**General Ledger &gt; Activity &gt; Budgeting**</span>

“Here you can generate an export of the selected accounts for the previous financial year.

- <span style="background-color: rgb(255, 255, 255); color: rgb(0, 0, 0);">Click on the "**Budget Import Export**"</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/6Dbimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/6Dbimage.png)

- Click "**Export**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/Ytlimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/Ytlimage.png)

- Select the accounts you want to export a template for
- Click "**Continue**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/oPNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/oPNimage.png)

<table border="1" id="bkmrk-include-zero-budget-" style="border-collapse: collapse; width: 100%; height: 152.781px;"><colgroup><col style="width: 39.1961%;"></col><col style="width: 60.8039%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Only Income Statement Acc**</td><td style="height: 29.7969px;">This will only export the accounts from your Income Statement</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**Include Zero Budget Accounts Tick**</td><td style="height: 46.5938px;"><div>By ticking this box, accounts with a budget but no spending for the financial year will also be included in your export with a zero value.</div></td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**Include Accounts Without Budgets Tick**</td><td style="height: 46.5938px;">By ticking this box, accounts that had *no budget created in the past* will also be included in your export and shown with a zero value.

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**All Budgets** </td><td style="height: 29.7969px;">This will include all Cost Centre Accounts</td></tr></tbody></table>

This will generate an export of the selected accounts for the previous financial year.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/xfsimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/xfsimage.png)

---


##### Import

Once you’ve updated your budget and are satisfied with the results, you can import the Excel file back into the system.

<span style="background-color: rgb(255, 255, 255); color: rgb(45, 194, 107);">**General Ledger &gt; Activity &gt; Budgeting**</span>

- <span style="background-color: rgb(255, 255, 255); color: rgb(0, 0, 0);">Click on the "**Budget Import Export**"</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/CnLimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/CnLimage.png)

- Click **Select File** and choose the file to import
- When it shows **Success**, click **Verify**
- After verification is successful, click **Import**.
- Click "**Close**"

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/scaled-1680-/4iuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-02/4iuimage.png)

You have now imported your new budget for the next financial year

<span class="ts10">Video manual 2021 - </span>[Click Here](https://vimeo.com/502894613)

<span class="ts0"></span>