To manually enter budgets for an account

Accounts > Maintaining Accounts > Creating accounts > Budgets > To manually enter budgets for an account

Note: The 13th period can't be budgeted

If your fiscal year is set up to use 13 periods, you can't assign a budget to the 13th period. That period is meant to be used for adjusting entries only.

The account you want to update should be displayed in the History and Budgets window. (To find the History and Budgets window)

  1. In the Budget column, enter the amount of expected activity for the account. Keep in mind that you should enter the expected activity for the account, not the expected balance of the account at the end of each month. For example, if your March budget for an account is $10,000 and your April budget is $10,500, enter $500, not $10,500, in the Budget column for April.

Idea: Remember how positive and negative numbers affect accounts

Be sure you properly indicate whether the amounts in the Budget column should be positive or negative. "Positive" and "negative" may appear to mean the opposite of what you expect; for example, if you enter $100 for an expense account, you indicate that the account will cost you $100 for the month.

  1. Click OK when you're satisfied with your entries in the History and Budgets window.

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