Please visit our COVID-19 Resources page for useful payroll and reference information. During this time, when many companies are forced to telework, AccountEdge Hosted may be a good option. Host your company file to be accessed remotely from any device, for as long as you need. You can go back to your regular setup when you no longer need remote accessibility. If you’d like to discuss that or any other teleworking solution with a product specialist, please call 800.322.6962. Be safe.

  • Section: Accounts
  • Last updated: May 22, 2019, 11:52 a.m.

Account Budgets

You can assign budgets to accounts in your chart of accounts and to jobs.

To assign budgets to accounts:

  1. Go to Accounts > Accounts List
  2. Highlight the specific account for which you want to enter a budget amount.
  3. Click the Budgets button at the bottom of the Accounts List.

You can enter a specific dollar amount for each month in the Budgets column, or you can click the Shortcuts button to enter a fixed dollar amount for each month, or a fixed percentage increase for each month. Or, you can copy the budget information from the prior year.

To assign budgets to jobs:

  1. Go to Lists > Jobs
  2. Highlight the specific job for which you want to enter a budget amount.
  3. Click the budgets button.
  4. Enter the projected dollar amounts expected in your income and expense accounts for this job.