Entering budget amounts
You can use the Prepare Budgets window to enter budget amounts for
each month of the current or next financial year. See ‘To enter the
budget for an account’ below.
If you want to quickly enter budget amounts for a group of months, you
can use the Budget Shortcuts window.
As the year progresses, you can choose to either adjust budget figures
or leave them unchanged.
Entering positive and negative amounts
By default, the amount you
enter will be assumed to be a positive amount. You can enter negative
budget amounts—for example, to indicate an end of month balance
change in balance sheet type accounts—by inserting a hyphen before
the amount (for example, ‐250). When you enter a negative amount,
you are indicating that the balance of the account is going to reduce.
Using existing data
If you have already prepared a budget in a
spreadsheet or in other software, you may be able to import that
information into your company file.
You can also use the previous financial year’s data as a basis for your
budget.
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