The Budget Worksheet Per Item allows you to view budget amounts per account and budgeter and print them as a PDF.

Reports > Reports: Finance > Budget > Budget Worksheet Per Item

How do I print a budget worksheet per item?

1. Select the relevant budget.

2. Select the relevant account.

3. Select the relevant budgeter and move them to the right by clicking on the name and then on the double arrows to the right.

4. Click View. The report is generated as a PDF and can be viewed in Adobe Acrobat Reader.

5. Print the report by clicking the print icon, selecting your printer settings and sending the document.

Frequently asked questions

Can I print the worksheet for more than one budgeter at the same time?

Yes. Select all the relevant budgeters from the left-hand list and move them all to the right before clicking View.

What is the difference between the Budget Worksheet and the Budget Document Per Item?

The Budget Worksheet is used for data entry and adjustments during the budgeting process. The Budget Document Per Item is the formal printable report of final budget allocations.

Where can I adjust budget amounts?

Budget amounts are entered and edited on the Budget Worksheet Per Item screen itself. Click on the amount you want to edit and enter the new value.