Chart of Accounts Budget and Plan

Use this form to enter budget, plan, and actual amounts for each individual account for each accounting period (maximum of 13 amounts for each account) for each fiscal year.

The Actions menu includes these options:

  • Budget Growth Auto-Set: Automatically calculates budgeted amounts for all currently-defined accounting periods.
  • Plan Growth Auto-Set: Automatically calculates the planned amounts for all currently-defined accounting periods.

See the Chart of Accounts Budget and Plan Growth form help for more information on these options. (The form displays when you click on either of the options.)

Related topics
Creating and Maintaining Budgets and Plans
General Ledger Overview
Copy Balances to Budgets
About Statistical Accounts
Example: Allocating Expenses with Variable Percentages based on YTD Amounts from Statistical Accounts
General Ledger Steps
Financial Report Line - Copy/Update