On the ribbon, go to Tools > Setups > Accounting and select Budgets.
Easily create budgets for a single GL account, or a range of GL accounts manually or 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 creation of a budget based on a fixed dollar amount varied monthly by either a fixed dollar amount or by percentage.
There can be multiple named budgets. Examples include:
▪Optimistic
▪Realistic.
Further analysis can also be performed by any general ledger sub-account, including branch (if branches are enabled), sub-branch or GL department.
Right clicking on the results grid allows viewing of the budget, performing an account inquiry, view the general ledger for the selected account, print, or export the results to a spreadsheet, text, HTML or XML formats.
Budgets must be named before they can be configured. The names can be edited, and new budgets created by clicking Add, entering the name of the budget, then clicking Save.
Further information