Adjust Budget Amounts By a Fixed Amount

To adjust your general ledger budget, increase or decrease the budget for each period. You can adjust the period amounts by a fixed monetary amount.

Prerequisite: Open a General Ledger budget.

To adjust a budget, complete the following steps:

1. In the Period Range fields on the General Ledger Budgeting form, enter the range of periods for which you want to adjust the budget.
2. Move the row selector to the account that you want to adjust.
3. On the toolbar, click Tools > Adjust Budget.
4. On the Adjusting the Annual Budget dialog box, adjust budgets by a fixed amount:
   1. In the Amount field, enter an amount (for example, enter 100 for $100). To decrease the amount for each period, enter a negative number.
   2. Click Amount. Vision recalculates the budget for each period by distributing the total monetary amount evenly across the periods.
   3. Click Reset Annual to recalculate the annual budget based on the adjustments made to the period budgets.
   4. Click Save.