Period-end tasks
To change a budgeted amount
The Accounts List window should be displayed.
- Click the Budgets button to display the Prepare Budgets window.
- Highlight an account you want to change.
- Make any needed changes to the amounts displayed in the months columns.
Remember to enter only the expected change (increase or decrease) in the account's balance; don't enter the expected balance for the account during the month in question.
Also, be sure to enter a positive amount if you expect the account's balance to rise. Even if the amount represents an expense to your company, it should be positive if it causes the account's balance to rise.
Make changes to your budgets, if you like, using the following buttons: Copy Previous Year's Actual Data, Copy Amount to Following Months or Shortcuts.
- Select another account if you need to make more budget changes, or click OK if you don't have any more changes to make.
- Click OK in the Prepare Budgets window to redisplay the Accounts List window.
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