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Create and use budgets

You can create several types of budgets and then create reports about them.

You can create a budget for:

  • Income and expense accounts

    To see variances between budgeted and actual amounts by time period, set up budgets for accounts without a Customer:Job or Class.

    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 No additional criteria.

    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. Enter or modify the budget amounts and click Save.

  • An account-based budget for classes

  • An account-based budget by customer or job

    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 Customer:Job.

    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 Customer:Job drop-down list and choose the Customer:Job.

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

What you can do with a budget

Troubleshooting

KB ID# H_BUDGET_INFO_CREATING
12/3/2016 11:43:15 AM
QYPPRDQBKSWS09 9138 Pro 2017 5f5f6c