Accounts
To use budget shortcuts to enter an account budget
Note: The 13th period can't be budgeted
The Budget Shortcuts window should be displayed.
- Select how you want to adjust your budget. You can increase or decrease your existing monthly budget by an amount or a percentage. You can enter a budget by quarters, half-years or the entire year that affects all the months of the year. Or you can enter a budget that will only affect the months from a selected month to the end of the year.
- Fiscal Year: If you make this selection, a Total Amount field appears. The amount you enter in the Total Amount field for your year's budget will be split evenly among the months of the year.
- Each half of the Fiscal Year: If you make this selection, two fields -- 1st Half and 2nd Half -- appear. The amount you enter in these fields for each half-year's budget will be split evenly among the months of the half-year.
- Each Quarter: If you make this selection, four fields -- 1st Quarter, 2nd Quarter, 3rd Quarter and 4th Quarter -- appear. The amount you enter in these fields for each quarter's budget will be split evenly among the months of the quarter.
- Starting from selected Month: If you make this selection, a Total Amount field and a From [Month] until the end of the fiscal year field appear. The amount you enter in the Total Amount field for each month's budget will be split evenly among the selected months.
- Each Month: If you make this selection, a Monthly Amount field and two radio buttons -- Monthly Amount Increase/Decrease and Monthly Percentage Increase/Decrease -- appear.
If you make an entry only in the Monthly Amount field, each month's budget will be replaced with that amount.
If you make an entry in either of the radio button field and make no entry in the Monthly Amount field, each month's budget will successively increment (positively or negatively) by that amount or percentage.
If you enter an amount in the Monthly Amount field and in one of the radio button fields, the first month's budget will be replaced by the Monthly Amount and each successive month will increment (positively or negatively) by the radio button field's entry.
- When you're satisfied with your entries in the Budget Shortcuts window, click OK. The Prepare Budgets window will appear again, displaying the account's monthly budgets that were calculated.
- Click OK in the Budgets window when you're satisfied with the budgets that appear in the window.
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