Budgets – Manual

Back Top Previous Next

Use this option to enter figures for the budget manually, instead of having Jim2 auto-calculate them.

 

On the ribbon, go to Management > Budgets and choose the budget to edit.

 

Once the financial year and budget type have been chosen, select Generate Budget on the bottom right of the screen to set up a basic configuration for the budget.

 

choose budget

 

Select the budget type Manual set up previously.

 

generate budget manual screen

 

Fin. Year

Choose which year to apply this budget to.

Branches

Set a budget for a specific branch (if branches are enabled), company or GL Department.

Account

Choose whether the budget is for a specific account or for an account range.

Calculations

Select None in order to enter manual values.

Click OK

Jim2 will generate the budget.

 

generated budget manual

 

Click View/Edit and manually edit the figures generated.

 

edit budget manual

 

Info

Delete will clear the budget to start again.

 

Further information

Budgets

Budgets – Autoadd

Import Budget

Set up Budgets