Budget Groups Workspace

Use this workspace to create and maintain budget groups.

A budget group is a collection of several budget models.

The Budget Groups tab displays the name of the current budget group; you can change the description of the group. The Models sub-tab displays the group's budget models; you can attach budget models to the current group by adding more lines.

If you group multiple budget models within the same budget group, you can transfer approved budget journal lines from one budget model to other budget models in the group.

When you create a budget journal in a budget model, you can have the journal automatically create entries in the other budget models in the budget group. If you need to make the same changes to several budget models, you only have to enter the modifying journal lines once.

A budget model can be a member of an unlimited number of budget groups.

Only budget models that have the same price year can be members of the same budget group. This ensures that budget figures are consistent when Maconomy transfers them from one budget model to other budget models in the budget group.