To enter a budget using the Budget Shortcuts window
1
Go to the Accounts command centre and click Accounts List. The
Accounts List window appears.
2
Click Budgets. The Prepare Budgets window appears.
3
Select the account you want to enter the budget for.
4
Click Shortcuts. The Budget Shortcuts window appears.
5 From the Budget for list, select a time period:
The fields change according to the period you select.
6
Enter the budget amounts in the appropriate fields. Amounts that
cover more than one month (such as quarterly, half‐yearly and
yearly amounts, and amounts for a group of months) will be
divided equally among all the months in the group.
If you selected the Each Month option, you can also set a base
budget amount for the first month, and the amount or percentage
by which this will vary every month onwards.
7
When you have finished entering the information, click OK. The
Prepare Budgets window appears with the new amounts.
If the account already has budget figures, a message appears asking
if you want to replace the existing budget. Click Yes to replace the
budget, or No if you want to keep the existing amounts (if you click
No, click Cancel to return to the Prepare Budgets window).
If you have not entered any amounts for the budget, a message
appears asking if you want to enter zero amounts. Click Yes if you
want to do this, or No if you want to change the amounts.
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