Edit Budgets

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Edit Line Items

 

Select from the Find List the budget you wish to edit, or click New to create a new budget.

See the Help Document #382.

 

Each budget must have a Record ID consisting of an ID (short description) field and a Long Description field which uniquely identifies that budget.

Ledger

Select the owner, property or management group ledger from the Find List.

Title

Type in the title you want printed on the budget reports.

Start of Year

Enter the start of the budget year.

Budget Style

Select from the Find List the budget style. Choices are:

Month and Quarter to Date

Month and Year to Date

Quarter and Year to Date

Round Amounts to the Nearest Dollar

Put a check in this check box if you want amounts rounded to the nearest dollar rather than having cents printed. If your budget numbers exceed $100,000 we recommend that you mark this checkbox.