other_stuff:budgets

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other_stuff:budgets [2017/06/01 10:55] – [Including transactions in your budget] Gary Willettsother_stuff:budgets [2022/02/11 15:46] (current) – Gary Willetts
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-=====  Budgets ===== +{{indexmenu_n>40}} 
-{{entry>70.Other Stuff/9.Budgets|*}} +====== 26.04. Budgets ======
 To show the budgets window, choose **Special > Show budgets** To show the budgets window, choose **Special > Show budgets**
  
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 Firstly, you define budget periods which can be any length you choose - months, quarters, years or whatever. Firstly, you define budget periods which can be any length you choose - months, quarters, years or whatever.
  
-Once budget periods are set up, you must allocate each transaction that issues stock (customer invoice, inventory adjustment - reduce stock or supplier credit) to a budget period (see the [[other_stuff:budgets#including_transactions_in_your_budget|Including transactions in your budget]] section below for details). The items on that transaction will have been assigned accounts, and you can then view budget reports based on expenditure or sales broken down by the accounts you have assigned to items.+Once budget periods are set up, you must allocate each transaction that issues stock (customer invoice, inventory adjustment - reduce stock or supplier credit) to a budget period (see the [[other_stuff:budgets#including_transactions_in_your_budget|Including transactions in your budget]] section below for details). The items on that transaction will have been assigned accounts (See [[items:item_basics#the_misc_ellaneous_tab|here]] for how to add item account codes, and you can then view budget reports based on expenditure or sales broken down by the accounts you have assigned to items.
  
 At the end of a budget period, that budget period may be locked so that no further entries may be made. At the end of a budget period, that budget period may be locked so that no further entries may be made.
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 To use the budget feature, these are the steps to be taken: To use the budget feature, these are the steps to be taken:
  
-{{ :under_development:budg_ovrvw.png?650 }}+{{ :other_stuff:budg_ovrvw.png?650 |}}
  
 ==== Viewing budget details ==== ==== Viewing budget details ====
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 Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, //End date// and various budget value fields and change them as required. Note that a budget can only be deleted when all of its accounts are allocated zero budget amount. Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, //End date// and various budget value fields and change them as required. Note that a budget can only be deleted when all of its accounts are allocated zero budget amount.
  
-==== Budget Reports ====+==== Budget reports ====
 To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window:  To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window: 
  
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 Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run. Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run.
  
- +\\ 
-// Previous: [[other_stuff:transaction_status_codes|Transaction Codes]]     Next: [[other_stuff:edit_menu|The Edit Menu]]//+\\ 
 +|  //  Previous:  **[[other_stuff:transaction_status_codes]]** | | Next: **[[other_stuff:edit_menu]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2017/06/01 10:55
  • by Gary Willetts