Budgets - viewing, editing and reporting

Once budget figures have been entered for accounts, they can be viewed, edited and reported on. If the budget has not already been entered, refer to this question for information on how to import it - How do I import a budget?

Viewing budget figures

Budget figures can be viewed in several ways:

• Directly in the account / sub-account - go to Accounts and click on Account Maintenance. Navigate to the required account / sub-account and select it. Click on the Budget tab to view the figures.

• In Accounts Enquiry (which will show the Period Budget, Variance $ and Variance %) - to go Enquiries and click on Accounts Enquiry. Select the relevant account/s or click the All checkbox. At the Show Budgets slider, set in to the On position. Click Search.

Open

Editing budget figures

Depending on how many accounts / sub-accounts need editing, you can choose one of two ways to do this:

• Edit directing in the account / sub-account - go to Accounts and click on Account Maintenance. Navigate to the required account / sub-account and select it. Click on the Budget tab to view the figures. Make the required changes and click Save.

• Export the existing budget, edit in Excel, import updated figures - refer to How do I import a budget?

Reporting on budget figures

The Income Statement report has the option to include budget information (current financial year budget, period budget, period actual, period variance $ and period variance %).

Go to Reports and click on Income Statement. Select the required reports filters, and ensure the "Include Budgets" checkbox is ticked. Click Preview Report.