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To set up a Budget for General Ledger Account
From the 'Navigation' panel, click on 'Financials', click on 'Cash Book' then click on '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 list viewlistview
- 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.
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