Distribute an Annual Amount Evenly Across Periods

One way to enter period-by-period budgets for an account is to enter a total annual budget and have it distributed evenly across all periods in the year. You can set the distribution to run automatically or run it manually.

To distribute annual budget amounts:

  1. Select one of the following actions:
    • Select the Automatically distribute annual budgets option on the Budgets tab.
    • For each account that you want to adjust, enter the annual budget in the Annual field and then click Distribute Annual.
  2. Click Save.
  3. On the Account Details grid, move the selector to the row for the first account that you want to include in the distribution and then drag the row selector to include additional records.