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Create a budget

Important: All budgets must be account-based.

You can create budgets for either Profit and Loss accounts or Balance Sheet accounts by fiscal year.

To do this task

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

    Note: If a budget currently exists, the most recent budget will be displayed in the Set Up Budgets window.

    How do I modify an existing budget?

  2. Click Create New Budget.

  3. Choose the fiscal year for the new budget, and choose Profit and Loss (income and expense) or Balance Sheet accounts.

    If you choose Profit and Loss, you can specify additional criteria of either Customer:Job or Class, if class tracking has been turned on.

    How do I turn class tracking on?

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

    What's the difference?

  5. Click Finish to create the new budget.

See also

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