General Ledger Q&A: Setting GLS Account Budgets

November 2019    Tags: ,

We want to start using the Budget Report next year. Where can I enter our budget information?

Income and expense account budget figures can be accessed and edited via Account Information.

To create a budget for an expense or income account

  1. From the File menu, point to Open and then select Account Information.
  2. From the Budgets tab, select the desired expense or income Account #.
  3. Click the Set Budget button.
  4. Enter the Year.
    1. Enter the desired figures for each month.
    2. Click the Allocate button.
      1. Select the desired allocation methods.
      2. Click OK.
    3. Click Save.
  5. Press Ctrl+S.

Use the same steps to proceed through the other accounts that you want to establish budgets for.

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