A change to the original budget

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khaldrogo
Posts: 1
Joined: Thu Apr 01, 2021 5:57 am

A change to the original budget

Post by khaldrogo »

Is there a chance it is in the works for Budget Amendments to show as a change to the original budget?
Thank you!

NeilZ
Posts: 9477
Joined: Wed Oct 08, 2003 12:20 am
Location: Monett MO
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Re: A change to the original budget

Post by NeilZ »

khaldrogo wrote:
Thu Apr 01, 2021 6:01 am
Is there a chance it is in the works for Budget Amendments to show as a change to the original budget?
Thank you!
I haven't heard of that. However, the easiest way to do this currently is to adjust the amounts in the account that is being changed.

1. from the Accounting -> Fund Accounting -> Setup -> Maintain Chart of Accounts function, look for the account that you're changing the budget on. Click on the BUDGET button which will bring up the account's current monthly budget list.

2. Go to the month where the changed budget amount starts, and update the number in that month's entry, do that for the rest of the year.

3. You can then verify the change in the budget by running the Budget Report updating the date to reflect Jan thru Dec and the account, or the Monthly Budget Amount report and adjusting as necessary to show the particular account for the year which will show the changed amount starting at the month it was changed.
Neil Zampella

Using PC+ since 1999.

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