User Support Forum

We have several accounts, which are budgeted each year, but which should not close to $0 at the end of the fiscal year. For example, our minister's salary package includes $1000 for continuing education. If he only spent $700 in 2004, then the remaining $300 should be carried over and added to the 2005 budget of $1000, meaning that in January 2005 the balance on that account should be $1300. How can we set up these accounts to reflect that carry-over? Thanks in advance for any assistance.

I think you will have to do this manually, since you are talking about the budgeted amount. Unless I'm mistaken, the budgets aren't set up to roll over remaining balances and add/subtract them to the next year's budget.