WorkBook

Enter the Budget for an Account

Use the Financial Budget submodule to enter the finance budget for an account without specifying any dimensions for the budget. If the account is already linked to a dimension on the Dimension Budget tab, you can no longer enter a budget for that account on the Account Budget tab. In this case, you must use the Dimension Budget tab to enter a budget for the account.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To enter the budget for an account:

  1. On the main toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click General Ledger > Financial Budget.
  3. If you have more than one company in your system, use the drop-down list above the left pane to select the company for which you want to enter an account budget.
  4. On the Budget List tab, select the budget that contains the account that you want to add a budget to.
  5. Click the Account Budget tab.
  6. Select an account and enter the budget using the month columns. The changes you make on the Account Budget tab are applied to the budget that you selected on the Budget List tab.
    You can also enter the total budget for a dimension in the Total column. If you choose this option, WorkBook divides the total budget by 12, which is the number of months for the fiscal year.