Period-end tasks

Reviewing and adjusting budgets


Reviewing the monthly amounts you've budgeted for your accounts will help you keep your fingers on the pulse of your business. The best way to do this in AccountEdge is to consult a special balance sheet, called the Balance Sheet [Budget Analysis] report, that's designed specifically for budget analysis.

You can print this report, which lists your accounts' actual balances for the current month, along with the amounts you budgeted for them. If you want information about customizing the report, see Working with custom reports. Please note, though, that you don't need to make any modifications to print the balance sheet in its standard format.

If you determine that you need to change the amounts you've budgeted for the coming months, you can adjust your budget.

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