Financial control > Budgets > Entering budget amounts
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Setting up your company file
Overview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts Enter account opening balances
Advanced setup
Overview Set up sales Set up purchases Do an initial bank reconciliation
Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
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Creating a customer card Entering sales
Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Recording sales with insufficient on-hand item quantities
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Creating a supplier card Entering purchases
Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals, and headers to purchases
Receiving items without a bill
Set up an accrual account for items received without a supplier bill Record items received without a bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills
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International transactions
About the multiple-currency feature Setting up multiple currencies
Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and suppliers
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Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elements
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Contact management
Creating a card Keeping in touch with your contacts
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Exporting your AccountEdge cards to your Outlook contacts Importing your Outlook contacts to your AccountEdge cards
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Reviewing your contact information
Financial control
Tracking financial information
Accounts Categories Jobs
Tracking reimbursable expenses
Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense
Budgets
Entering budget amounts Budget Shortcuts window
Auditing your records Reviewing financial information
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 7: Lock periods
Starting a new fiscal year
Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file
Managing user accounts and company files
Managing user accounts Backing up and restoring company files Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems
Special considerations for networking company files
Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance
Troubleshooting your company file
Importing and exporting data
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Importing Quicken (QIF) files
Managing import and export records AppleScripts
Networking company files
Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
Glossary Index
Entering budget amounts
You can use the Prepare Budgets window to enter budget amounts for each month of the current or next financial year. If you want to quickly enter budget amounts for a group of months, you can use the Budget Shortcuts window.
As the year progresses, you can choose to either adjust budget figures or leave them unchanged.
Entering positive and negative amounts
By default, the amount you enter will be assumed to be a positive amount. You can enter negative budget amounts by typing a hyphen before the amount (for example, -$250). When you enter a negative amount, you are indicating that the balance of the account is going to reduce.
Using existing data
If you have already prepared a budget in a spreadsheet or in another software program, you can import that information into your software.
You can also use the previous financial year’s data as a basis for your budget.
To enter the budget for an account
Related topics
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Budgets
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Budget Shortcuts window

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