To set up a Budget for General Ledger Account:
Either:
- Select Financials
- Cashbook
- Bank Accounts (for Bank Account Only)
Or
- Select Financials
- General Ledger (For All Chart of Accounts)
- Accounts
- LIst View
- Highlight the Account
- Click on 'Balance and Budgets' Icon
- Click on Period
- Click on 'Set Budget Value'
- Enter The budget value and click on OK to accept
- Repeat for remainder of accounts from point 5 onwards.