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Chart of Accounts

Budget

You can view up to eight years of budget information for your income and expense accounts. On the Other Information tab, click Chart of Accounts > Budget.

The window is not available for heading or balance sheet accounts. You can activate or deactivate the Budget window in the Initial Setup window.

Once you establish a budget, you can change budget amounts in this window at any time for any year.
  • When you enter monthly budget amounts, the amounts are totaled by quarters and year.
  • When you enter quarterly amounts, the amounts are divided among months.
  • When you enter yearly amounts, the amounts are divided between quarters and months.

Enter Budgets

CAUTION: This process alters data. We recommend backing up your data before proceeding.

You can establish a budget based on your existing budget or actual totals, and you can increase your income or expenses by a fixed percentage. Create a budget for one account or for a small batch of accounts.

If you use master/subaccounts, you must enter the budgets in the subaccounts. When you verify the COA, amounts calculate and totals display in the master accounts.

  1. On the File menu in your PDS program, click System Processes > Enter Budgets.
  2. Select the account(s) that you want to calculate a budget for.
  3. Select the year that you want to calculate the budget for.
  4. For The budget for the selected accounts and period is, select the appropriate options.
  5. For Percentage more or less than the specified period, enter the amount.
    Note:

    Budgets can be based on current figures or you can increase them by a percentage.

    To use a different percentage for your income and expense accounts, run this process multiple times, selecting only the accounts you want. To decrease the budgeted amount, enter a negative percentage.

  6. Click Calculate a New Budget for the Selected Accounts.
  7. On the Details for Account tab, you can edit the details of the budget for the selected account.
  8. To commit budget figures to the Chart of Accounts Budget window, click Save the Budget.
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Last updated: October 29, 2024