Consolidate Multiple Budgets

You can combine two or more general ledger budgets into one consolidated budget. If you have the same account specified in more than one budget, amounts are combined on a single line.

If you use multiple currencies, you can consolidate only those budgets that share the same functional currency.

Prerequisite: Open a General Ledger budget.

To create a consolidated budget:

  1. On the General Ledger Budget form, click the Summarized tab.
    All accounts from the selected budgets display on the tab.
  2. In the Budget Name column of the Budgets to Consolidate grid, select the budgets that you want to consolidate.
    The Summarized Budget grid updates to reflect the addition of the new budget.