Use the toolbar options to add a budget, adjust or compound an annual budget, or print a file of budget data.
Contents
Field | Description |
Save
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After you create or modify a budget, click this option to save your work.
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New
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Click
New to add a new budget. The menu provides these options:
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New Budget — Create a new budget.
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Copy Current Budget — Copy the currently displayed budget to create a new budget.
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Select Budget to Copy — Select a budget and copy that budget information to create a new budget.
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Delete
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To delete a budget, display it on the Consolidated G/L Budgeting form and click this option.
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Tools
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To compound the budget, adjust the budget, or add accounts to the budget, click
Tools. The menu provides these options:
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Compound Annual Budget — Open the Compounding the Annual Budget dialog box and compound the budget for each period. You can compound the period amounts by a percentage or a fixed dollar amount.
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Adjust Budget — You can increase or decrease the budget for each period by a percentage or a fixed dollar amount.
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Import Accounts — Import accounts into the budget from the Balance Sheet, the Income Statement, or from another budget.
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Print
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To print or download the budget to a file, click this option. Vision displays the budget in the Preview window. You can then print the budget or download it.
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Help
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Click this option to display the online help.
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