To set up a Budget for General Ledger Account
From the Navigation panel, click on Financials, click on Cash Book then click on Bank Accounts (for Bank Account Only) .
Or
From the Navigation panel, click on Financials, click on General Ledger (for all chart of accounts) then click on Accounts.
- Select listview
- Highlight the Account
- Click on Balance and Budgets Icon
- Click on Period
Click on Set Budget Value
Expand title Show me Enter The budget value and click on OK to accept
Expand title Show me - Repeat for remainder of accounts from point 5 onwards.
...