To change a budgeted amount

If you haven’t already read the Month-end Procedures Overview, see Reviewing and adjusting budgets for more information.

The Accounts List window should be displayed.

  1. Highlight an account you want to change.
  2. Click Edit. The Edit Accounts window appears, displaying information about the account.
  3. Click the Budgets button to display the History and Budgets window.
  4. Make any needed changes to the amounts displayed in the Budget column.

Remember to enter only the expected change (increase or decrease) in the account’s balance; don’t enter the expected balance for the account during the month in question. Also be sure to enter a positive amount if you expect the account’s balance to rise. Even if the amount represents an expense to your company, it should be positive if it causes the account’s balance to rise.

  1. Click OK.
  2. Click OK in the Edit Accounts window to redisplay the Accounts List window.
  3. Select another account if you need to make additional budget changes, or click Close if you don’t have any more changes to make.

To change a budgeted amount