How to set up the Budget

How to set up the Budget

How to set up the budgeting module in d6, entering budget amounts per GL account for planning and variance reporting.

Finances > Budget: Budget

How do I capture a budget?

  1. Navigate to Finances > Budget > Budget.
  2. Select the financial year.
  3. Enter the budgeted amount for each GL account and category.
  4. Click Save.

Frequently asked questions

Can I import the budget from Excel? Yes. Use the import function to upload budget amounts from an Excel template.

How do I view actual vs budget performance? Generate the Income and Expenditure report with the Compare with Budget option selected.

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