How to enter a new budget:
1.Select a Property.
2.In the Quick Access Toolbar, click the Add button 
. The following screen will appear:
3.Enter a Budget Name.
4.Select a Copy Option.
The options are:
Option |
Description |
|---|---|
Copy Budget |
Allows the user to select any year's budget |
Prior Year |
Builds the budget from the prior year's actual data |
Rolling |
This option allows the user to select a date (mm/yy), which will be the current month of the new budget and the system will add eleven previous months, creating a twelve month budget. Example, 09/2020 is selected as the date to extract the first month of actual data, then the system adds actual data between 08/2020 - 10/2019. The idea of this type of budget is to create a budget with the most current actual data for a contiguous twelve month period. |
5.The user can select a Default Increase/Decrease which will pre-fill an amount (+/-) across all GL codes. The amounts can be altered per GL code prior to applying the changes to the budget.
Option |
Description |
|---|---|
Amount $ |
The program will increase or decrease each month by the Amount entered |
Equal = |
The program will set each month equal to the Amount entered |
Percent % |
The program will increase or decrease each month by the percentage Amount entered |
6.Enter an Amount (+/-).
7.Add a Budget Start Date.
8.Click on the Add icon to save the new budget.