The Budgets view allows for adding and editing each account individually using an edit window with various different calculation options.
To add or edit a budget,
1. Go into Ledger from the Navigation bar. If your site has multiple books, you'll want to make sure you have the correct book selected in the upper right corner.
2. Click the Budgets tab to view all of your current budgets.
3. Click the "Change" link to change your budget fiscal year, if needed.
4. Click any white box in the table to open up an entry window for the selected account's budget amounts. Gray boxes belong to parent accounts and accounts not marked to be budgeted and cannot be edited.
5. Enter your monthly budgeted amounts manually or use calculations to fill in the fields.
- Prior year budget - This column displays the budget numbers from the previous fiscal year for this account. Clicking on the button to the left of the header will populate the current budget fields according to this column.
- Prior year actual - This column displays the actual numbers from the previous fiscal year for this account. Clicking on the button to the left of the header will populate the current budget fields according to this column.
- Adjust by % - This option allows the user to enter a percentage to add to the current monthly totals.
- Change by - This option allows the user to enter in a positive or negative number to add to the current monthly totals.
- Set all to - This option allows the user to enter in a number to replace each monthly total.
6. Click "Save" to confirm the budget entries or "Save and Continue" to confirm and continue to the next account displayed.