Copy Budgets in General Ledger
You can copy a budget from one year to another year.
After copying, you can make changes if you need to- for example, adding a certain percentage to an existing budget (such as adding 2% to next year's budget).
You can also filter the budget information that you copy.
- Under Manage Records, click the Budgets tab.
- In the drop-down list, select Copy Budgets and
click Go
- In the Copy drop-down list, select Budget, Annual Budget, or Actual Balances.
- To change copied amounts by a percentage, click Change by and enter the percentage amount. To decrease the budget, enter a minus sign (-) first. For example, -5.00%.
- In the From field, select the year you want to copy budget figures from.
- In the To field, select the year you want to copy budget figures to.
- If you selected to copy the annual budget or actual balances, click Distribute. In the dialog box, select the method that you want to use to distribute your budget throughout the year.
- If you want to filter by fund or department, select the Fund or Department in the drop-down lists. If you want to filter the budget information by account type, select each account type that you want to copy. You can also include all accounts or inactive accounts. If you do not want to include an account type, clear the checkbox.
- When finished, click OK.