GL Budgeting

Set up Budgets for each month for your income and expense accounts.

General Ledger>Activity>Budgeting

This will help you track progress throughout the year.

The budgeted amount is highlighted in blue under the budgeted column.

Manually insert this month by month or insert the total amount and allocate, this amount will be allocated equally throughout the months. 

For your convenience this can also be imported.

Video manual 2021 - Click Here

Includes

1.	1. Budget replacement for months that don’t have actuals
2.	2. Budget per month
3.	3. Budget compare from previous year
4.	4. Budget variance percentage
5.	5. Operational and non-operational Income statement / Profit and loss
6.	6. Budget template import for budget and revised budget

 

A budget is a financial document used to project future income and expenses.

 

Basic Search Tab

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Financial Year	to search by selecting the financial year from the drop-down arrow and entering the total year amount
Account	to search by selecting the account from the drop down arrow
Allocate button	to apportion funds for a specific purpose for a selected financial year

Save button – Saves the form.

Print button– Prints the form

 

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Reports

Profit and Loss by Period report with budgets