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  • 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.