Create a New General Ledger Budget

You can create a new General Ledger budget or consolidate multiple budgets into a single budget.

To create a new general ledger budget, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budgeting > General Ledger.
  2. Click New > New Budget.
  3. On the Budget tab of the General Ledger Budgeting form, enter accounts and their annual and period-by-period budgets.
  4. Optional. If you want to consolidate multiple budgets into one budget, complete the fields on the Summarized tab.
  5. Click Save.