Creating Budgets for Balance Sheet Accounts

Use the G/L Balance Sheet Budget Maintenance screen to create and edit budgets for balance sheet accounts.

To create a budget for a balance sheet account:

1. From the G/L menu, select G/L Budgeting to display the G/L Budget Maintenance screen.

2. From the G/L Budget Maintenance screen, use the Balance Budget hot key to display the G/L Balance Sheet Budget Maintenance screen.

The system populates the fields and columns according to the information on the G/L Budget Maintenance screen.

3. In the Account field, do one of the following:

• To work with the displayed balance sheet account, press Enter to move to the Br field.

• To work with a different balance sheet account, delete the name in the Account field, press F10, and select an account.

4. In the Br field, do one of the following:

• To accept the branch entered, press Enter to move to the Year field.

• To work in a different branch, delete the number in the Br field, and enter the branch number for which you want to create a budget.

5. The Year field populates with the current year, which is the default.  Do one of the following:

• Press Enter to accept the current year.

• Type a different year and press Enter.

6. In the Budget column, use one of the following ways to enter budget information:

   To...	Do this...
   Enter individual monthly budget amounts	Press the Up and Down arrow keys to move between months, enter a budget amount, and press Enter.
   Enter monthly budget amounts based on a total amount	Move the cursor to the Totals field, enter a budget amount, and press Enter. The amount in the Totals field is divided equally over the 12 months in the Budget column. If the amount is not equally divisible, the excess amount is added to December. If there were any amounts other than zero in the Budget column, the new Total amount is divided over the 12 months according the percentages that existed previously.
   Break down the monthly values based on percentages rather than dollar amounts	Use the Monthly % hot key to display the G/L Budget Percentages screen. For information about how to use this screen, see Changing the Percentages in a G/L Budget.

7. Use the following hot keys as necessary:

• Hot Key	Function
  Copy From	Copies budget amounts from a previously created budget. For more information, see Copying a G/L Budget.
  Delete	Deletes the currently displayed budget.
  Actual On/Off	Hides or displays the information in the Actual/Difference columns.
  Balance Budget	Displays the G/L Balance Sheet Budget Maintenance screen.

  When you finish creating your budget, do one of the following:

• To exit this screen and save the information, press Esc.

• To return to the G/L Budget Maintenance screen, use the G/L Budget hot key.

See Also:

Creating G/L Budgets