Budget

Maintenance ‣ Budget

Available Menu Selections: Set Budget Flags, Set Account Types, Auto Setup and Manual Setup.

This group of functions provides for budgets to be set up either Automatically or Semi Automatically.

Automatic:

The possible steps in this process would be:

  • Set Budget Flags For Accounts
  • Auto Setup
Semi-Automatic:

The usual steps in this process would be:

  • Set Budget Levels
  • Set Budget Amounts
  • Clear Budget Totals
  • Post To Totals

Note

Budgets may also be set for individual accounts on the Balances - Edit TAB of the Account Maintenance screen.

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