Edit Budgets by Grid
You can edit budgets by grid.
If you select to enter your budget by month, you must enter an amount for each month. However, you do not have to enter amounts if you enter an annual budget, because ACS can divide the amounts by 12 for each month.
- Under Manage Records, select the Budgets tab.
- In the drop-down list, select Edit Budget by Grid and click Go
.
- In the drop-down list, select a Fiscal Year.
- Under Enter Budget, select to edit your budget by Month or by Year.
- If you selected to enter your budget by month, skip to step #7. If you selected to enter your budget by year, click Distribute.
- Under Distribute Annual Budget, select one of the distribution options and click OK.
- Optional: In the drop-down lists, select to filter by Fund or Department.
- Optional: Select an Account Filter. You can select more than one Account Filter at a time, and you can also include all accounts and inactive accounts.
- In the grid, select an account, then enter the budget amount.
- When finished, click OK.