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Create an account-based budget for classes

To do this task

  1. Go to the Company menu, choose Planning & Budgeting, and then click Set Up Budgets.

  2. Click Create New Budget.

  3. Select the year and type of budget that you want to create.

  4. Select Class.

  5. Choose whether you want to create the new budget from scratch or from the previous year's actual data.

    What's the difference?

  6. Click Finish.

  7. In the Set Up Budgets window, click the Current Class drop-down list and choose the class.

  8. Enter or modify the budget amounts and click Save.

See also

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