Accounts

To enter budgets for an account

The account you want to update should be displayed in the Edit Accounts window - Budgets view.

Note:  The 13th period can't be budgeted

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


Related topics