• Section: Jobs, Categories, Departments
  • Last updated: July 11, 2019, 6:40 p.m.

Job Budgets

You can enter budget amounts for a detail job and assign amounts to accounts from your accounts list for comparison purposes. Once you begin recording transactions for the job, you'll be able to print the Jobs (Budget Analysis) report to see a comparison of the actual amounts and the amounts you've budgeted for the job.

The budget information you enter for a job is used in the Analyze Jobs window to help you assess your progress on a particular job and to determine the job's effect on the state of your business.

To enter a Job budget follow the steps below:

  1. Select Jobs from the Lists menu.
  2. Highlight the Job to be budgeted and click the Budgets button. The Job Budgets by Account window appears and a list of Income, Cost of Goods Sold, and Expense accounts will be listed
  3. In the Budgets column, enter the amount you've budgeted for this job in each account associated with the Job.
  4. Click OK to return to the Jobs List window.

Repeat steps 2 - 4 for each Job being budgeted.