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To set up a Budget for General Ledger Account:

Either:

  1. Select Financials
  2. Cashbook
  3. Bank Accounts (for Bank Account Only) 

 Or

  1. Select Financials
  2. General Ledger (For All Chart of Accounts)
  3. Accounts
  4. LIst View
  5. Highlight the Account
  6. Click on 'Balance and Budgets' Icon
  7. Click on Period
  8. Click on 'Set Budget Value'
  9. Enter The budget value and click on OK to accept
  10. Repeat for remainder of accounts from point 5 onwards.

 

 

 

 

 

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