View budgets

You view budgets per general ledger account or cost centre and compare them with the realisation.

Contents

The Budget view displays all the general ledger accounts that have already been budgeted.

To view the budget view:

Go to: Financial / Ledger / Budget.
Profit displays the annual budget and the realisation. In the % Best. and % Disposable columns, you see the relationship between budget and realisation.

Filter on year if you only want to see the budgets for a particular year.
Open the properties of the budget line.
Profit displays additional information on the tabs. Generally, this speaks for itself. A distinction is made between the original and the modified budget.

Profit also displays the Allocation tab if the selected ledger account is budgeted by cost centres. If not then Profit does not display this tab.
If you want to change a budget, go to the Period budget or Allocation tab. Open the properties of the desired line and change the original or modified budget.

You can also view budgets from the operations overviews:

You can use a number of reports to view budgets. These include:

Consult report:

Directly to