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After you create or open a consolidated general ledger budget, you can add accounts and their budgeted amounts to it.
- Related Topics:
- Create a Consolidated GL Budget
When you create or modify a consolidated General Ledger Budget, you can compound annual budgets, adjust budget amounts, or distribute budget amounts. - Open a Budget in Consolidated GL Budgeting
You need to open a budget in Consolidated General Ledger Budgeting in order to work with the budget. - Copy a Consolidated GL Budget
You can create a new budget by copying an existing budget and modifying the information to meet your needs. - Adjust Consolidated GL Budget Amounts by a Fixed Amount
To adjust your consolidated general ledger budget, or to increase or decrease the budget for each period, you can adjust the period amounts by a fixed monetary amount. - Adjust Consolidated GL Budget Amounts by a Percentage
To adjust your consolidated general ledger budget, or to increase or decrease the budget for each period, you can adjust the period amounts by a percentage. - Import Accounts for a Consolidated G/L Budget
To save time when adding budget account details, you can import account numbers and amounts from another budget. - Evenly Distribute an Annual Amount
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. - Restore Account Names to Match the Chart of Accounts
When you add an account number to a budget, the Account Name field populates using the name specified in . Restore account names if you edit the account name and want to restore it to the original name, or if you change the name in Chart of Accounts Settings and want your budget to match.
Parent Topic: Consolidated General Ledger Budgeting