Entering budget amounts in the Chart of Accounts window

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Budget amounts can be entered directly into the Chart of Accounts window either for individual periods or for the entire year.

  1. Choose Setup > Chart of Accounts.

    Note: If there are no Budget columns displayed in the Account Detail grid, choose Edit > Options. The Columns tab in the Options dialog allows you to specify the columns to be displayed in the Account Detail grid. In the Options dialog you may add columns for the current budget, other saved-year budgets, and the future year budget.

  2. In the Chart of Accounts window, highlight an account and click the Edit button. The Budget column can now be modified.
  3. You may enter each period's budget amount separately, or you may enter the yearly budget amount in the Beginning Balance row (Write-Up CS only), and the yearly amount will then automatically be evenly spread over all the periods.
  4. The amounts you enter can be modified at any time. When you change a budget amount in the Beg Bal field, the Spread Budget Amount dialog opens and prompts you either to overwrite the existing budget amounts and recalculate the spread based on the amount entered, or to add the new beginning balance to the existing total budget and recalculate the spread based on the new total budget amount.

See also: Using budgets for CSA clients

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