Enter Account Budget Amounts

Turn on the budget feature

1. Open the revenue or expense account and click on the Budget tab.
2. Select Budget this account.
3. Type the budget amount in any displayed periods that require an amount. The Total budgeted amount box updates as you add amounts.
4. Click Save and Close.

1. Open the revenue or expense account and click on the Budget tab.
2. Select Budget this account.
3. Type the Total budgeted amount and click Allocate to period.
4. Click Save and Close.

1. Open the revenue or expense account and click on the Budget tab.
2. Select Budget this account.
3. Type the Budget Amount in any displayed periods as your budget requires.
4. Under each period with a Budgeted Amount, type an amount to allocate to departments as your budget requires.

   Notes:

   To distribute each period's Budget Amount equally across all departments, click Allocate to departments.

   A period's departmental allocation total does not have to equal the total Budget Amount for a period. Some of your budget may not be allocated to a specific department.

5. Click Save and Close.

1. Open the revenue or expense account and click on the Budget tab.
2. Select Budget this account.
3. Type the Total budgeted amount and click Allocate to period to distribute the total evenly across all periods.
4. Click Allocate to department to distribute each period's Budget Amount evenly across all departments.

   Notes:

   You can control the amount distributed to each department by manually typing their period amounts.

   A period's departmental allocation total does not have to equal the total Budget Amount for a period. Some of your budget may not be allocated to a specific department.

5. Click Save and Close.