Show/Hide Toolbars

Jim2® Business Engine Help File

On the ribbon, go to Tools > Setups > Accounting.

 

Tools Setups

 

Easily create budgets for a single GL account or a range of GL accounts manually, or generate one automatically, based on:

Last year's results (actual)

Last year's results (selected budget)

This year's results (actual)

 

All of the above can automatically be varied by either a fixed dollar amount or by a percentage.

 

Additionally, the Incremental method allows you to create a budget based on a fixed dollar amount varied monthly by either a fixed dollar amount or by percentage.

 

You can have many named budgets as you like. Examples include:

Optimistic

Pessimistic

Realistic

 

You can do further analysis by any GL sub-account including branch, sub-branch or GL department.

 

Right clicking on the results grid allows you to view the budget, do an account inquiry, view the GL for the selected account, or export the results to Microsoft a spreadsheet, Text, HTML or XML formats.

 

view budget details

 

You must name your budgets before you can configure them. You can edit the names and create new budgets by clicking Add, typing in the name of your budget and then clicking Save.

 

setup budgets

 

Further information:

Budgets

Budgets – Autoadd

Budgets – Manual