Budget

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A budget is an estimate of income and expenditure over a future period of time.

Go to Ledger > Extra > Budget

Please note that if you hover your mouse over certain parts of the form below, the cursor (Cursor) will change to a hand (Hand). Click to get specific help on that part of the form.

PrintSaveHide ColumnsYear StartBranchGL_Budget

 

The Detail Tab.

Remember - Income budget figures must be positive and Expenses negative.

GL_Budget_Detail

 

Shortcut Buttons

Function

Spread

Fill in the first value, e.g the figure for March and the last value, e.g February and then select the Spread button. The values will then automatically be spread between March 2015 and February 2016

Least Square Regression

Least squares will be used to calculate the budget values.

Average

Replace your budget values with the Actual Average values. Average is calculated from the last actual value, 24 months backwards. If there is not figures for 24 months then it take the first actual figure and calculate from there.

Actual

Replace your budget values with the actual values.

Zero / 0

Zero all the budget values

Make Negative (Expenses)

Change the values from positive to negative.

Make Positive (Income)

Change the values from negative to positive.

Update From Sub Accounts


Update To Parent Accounts

Every time you change the amounts you must click on Update To Parent Accounts as well as the Save button