Table of Contents
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Overview
The Budget Maintenance screen is used to set up budgets for any of the accounts set up in the Chart of Accounts. Each budget is assigned a Budget Number, Description and a Start/End Date. You have the option of spreading your budgeted amount evenly throughout the designated year, spreading the amount equally throughout each period, or you may spread the amount as a percentage of a budget assigned to another account.
Detail
From the GL G/L menu select Budgeting > Budget Maintenance
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Enter the Year.
Enter the Budget Number.
Enter the Description for the budget.
Enter the Start and End Dates for the budget title.
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If you know the EEC code, enter it in the box.
This box supports the F9 functionality so you will be able to search through and pick the fields you would like to include in the budget.
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Click on the REALC (Revenue, Expense, Asset, Liability, and Capital) check boxes to add a whole accounting category.
Once you have added the lines to your new budget you will have a few options on how they
are displayed.
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