If you want to quickly enter budget figures for a group of months, you can use the Budget Shortcuts window. You can use this window to enter quarterly, half-yearly and yearly budgets. You can also enter a budget that increases or decreases by a specific amount every month.
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From the Budget for list, select a time period:
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Enter the same amount for every month of the year or a set increase or decrease every month (starting from a base amount).
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Period starting from selected Month
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Enter a total amount for a group of consecutive months.
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Each half of the Financial Year
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Enter the total amount for each half of the financial year.
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Enter the total amount for the entire financial year, (where yyyy is your financial year).
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Enter the budget amounts in the appropriate fields. Amounts that cover more than one month (such as quarterly, half-yearly and yearly amounts, and amounts for a group of months) will be divided equally among all the months in the group.
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If you selected the Each Month option, you can also set a base budget amount for the first month, and the amount or percentage by which this will vary every month onwards.
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When you have finished entering the information, click OK. The Prepare Budgets window appears with the new amounts.
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If the account already has budget figures, a message appears asking if you want to replace the existing budget. Click OK to replace the budget, or Cancel if you want to keep the existing amounts (you will be returned to the Budget Shortcuts window where you may need to click Cancel again).
If you have not entered any amounts for the budget, a message appears asking if you want to enter zero amounts. Click OK if you want to do this, or Cancel if you want to change the amounts.
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