Fiscal Year

Select the fiscal year for which you want to view the accounts' budgets.

Account Type

Select the type of accounts you want to view in the list: Balance Sheet or Profit & Loss.

Account Name column

There is a hierarchical structure to the list of names, with header accounts and details accounts.

• Header: Header accounts are used as titles of groups of accounts. They are used only for grouping accounts of a similar purpose and appear in this list for display and organizational purposes only. You can not create a budget for a header account.

• Detail: Detail accounts are the AccountEdge accounts that have transactions assigned to them. Each one is assigned to the header account that appears directly above it in the list. Detail accounts appear in plain type, and header accounts appear in bold type.

Note: Inactive accounts can have budgets and are displayed in this list.

FY Total column

The Fiscal Year total is the total of the budgeted amounts for all the months for the account. It cannot be edited; it changes when the an individual month' budget changes.

Month columns

There are twelve columns, one for each month of the year. You can enter a budget for one month at a time. You can also populate all the months, and then edit, using the Copy Amount to Following Months or Copy Previous Year's Actual Data buttons. Using the Budget Shortcuts window, which you open with the Shortcuts button, is another way to edit budgets.

Shortcuts button

Click this button to open the Budget Shortcuts window where you can quickly update an account's budget amounts for all months in the current fiscal year. Any changes you make in the Shortcuts window are updated in the Prepare Budgets window.

Copy Amount to Following Months button

Click this button to copy the same amount in the active month into all subsequent months in the fiscal year.

Copy Previous Year's Actual Data button

Click this button to copy the last fiscal year's actual account balances into the corresponding months.

Print button

Click this button to print...

Close button

Click this button to close this window.