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Complete Budget Planning

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You can choose to set budgeted amounts per account on a monthly or yearly basis. This gives you the ability to set budget goals, and track your actual spending against those budgeted goals.  

  • Monthly - Specify the budgeted amount for the months that require a budget.
  • Yearly - Specify your annual budgeted amount to be divided equally during the 12-month fiscal year. When divided equally, you can raise or lower any individual month; this adjustment is useful for months that require more budget.

Create a Monthly Budget Amount

You can specify the budgeted amount for the months that require a budget.

  1. To start the planning, click the Budget Planning button.  

The default when you open Budget Planning, is to establish a monthly budget. The current month will appear on the screen, with all Active accounts for the chosen budget.

  1. For each budget account, enter the budgeted amount.

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  1. Click the > arrow next to the month to proceed to the next month.

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  1. For each budget account, enter the budgeted amount.
  2. Repeat steps 3 to 4 for the months that you need to set a budgeted amount for.

Create a Yearly Budget Amount

Specify your annual budgeted amount to be divided equally during the 12-month fiscal year. When divided equally, you can raise or lower any individual month; this adjustment is useful for months that require more budget.

  1. To start the planning, click the Budget Planning button.
  2. Click the Yearly clipboard_e3d21d2a4e8eb58fc2d546dd3c1efba4b.png icon to display Adjusting Yearly Budget Amount.

The budget amount is divided equally across the 12-month fiscal year.

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  1. You can either check "This will override the all monthly budgets" check box OR leave it blank and this will apply the budget amount to those months without a entered budget amount.