How to connect a budget to nominal codes other than default accounts


If you have chosen financials as the basis for importing budget data, then the system will suggest accounts based on fixed intervals. You can change these intervals by creating a new budget based on real accounting data. The new budget's account interval will be available in the budgets in which you have already started registering data. You can delete the new budget at a later time if you do not wish to maintain it.

To change  the account intervals for your budget

  1. Go to View - Accounting - Budget.

  2. Click New.

  3. Enter a name and click OK.

  4. Select Get data from actual financial figures and click Next.

  5. Click the search button to the right of the budget in question.

  6. In the following window, you can edit the registered account interval by clicking Edit. Change the interval and click OK. Here you can also enter a new (extra) interval by clicking New. Enter the interval and click OK.

  7. Repeat step six until all desired intervals are entered and click Complete.

You have now imported the new account intervals for all existing budgets.

If you wish, you can delete the budget that you created for editing account intervals. You can delete this budget by closing the budget module and by going to View – Accounting – Budget. Select the budget that you want to delete and click the Delete button.


Read more about:

Creating a new budget

Budgets