Setting up budgets

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

You can enter budget amounts in the Actions > Enter Trial Balance screen for a trial balance in which budget columns have been created. The Trial Balance grid enables you to add columns for each budget type and can be customized to display a selected period or the total year budget.

Adding budget columns in the trial balance

  1. Choose Actions > Enter Trial Balance and click the View Maintenance link at the top of the screen.
  2. Click the Add button to customize the settings for the selected Trial Balance view.
  3. Click the last blank row in the Column Order grid to add a new row, and then select Amount from the field in the Column Type section.
  4. Select the appropriate budget (Budget, Adjusted Budget, Budget 3, Budget 4, Budget 5) from the drop-down list in the Amount type field.
  5. Select an appropriate period and year from the available fields and click Enter and then Done to create the column in the selected trial balance.


  • The default descriptions for the five budget types are as follows. However, if you change the budget names in the Budgets dialog, those names will appear instead:
    • Budget 1 (defaults to Budget)
    • Budget 2 (defaults to Adjusted Budget)
    • Budget 3
    • Budget 4
    • Budget 5
  • You cannot add additional budgets.
  • If you enter an amount in the current period budget column, the application updates the budget amount for that period.
  • If you enter an amount in the [CY] Current YTD column, the application spreads the amount equally among all periods and creates a budget amount in each period.
  • If budget amounts already exist, the application will prompt you with the option to overwrite the spread amount with the new amount or to add the new spread amount to the existing budget amounts.

See also: View Maintenance dialog

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