Field

Description

Budget Name

Create a recognizable name for this budget for future reference.

Budget Copy Option

The following are options for creating a budget

Copy Budget:  Used to create a budget using another budget

Prior Year: Used to create a budget using the prior year (using Budget Start Date) G/L income and expense information

Rolling: Used to create a budget using an entered date (shown when entry selected) and the prior 11 months of G/L income and expense information

Default Increase

Choose a default increase (an amount or percentage).

Budget Start Date

Select a budget start date.