Create a General Ledger Budget

You can create a general ledger budget or consolidate multiple budgets into a single budget.

To create a general ledger budget:

In the Navigation pane, select General Ledger > General Ledger Budget.
On the General Ledger Budget form, click + New Budget.
On the Budget tab, in the Enter Budget Name field, enter a unique name for the budget.
After you enter a name and save the budget, you cannot modify this name.
In the Budget Year field, check that the budget year is correct and change it if necessary.
In the Organization field, specify the organization associated with this general ledger budget.
You can only access budgets for organizations to which you have the proper security access rights.
Complete the other fields on the form to add notes, indicate whether the budget is available for reporting, distribution of amounts, and the range of accounting periods to include.
In the Budget grid, enter accounts and their annual and period-by-period budgets.
If you want to consolidate multiple budgets into a single budget, complete the fields on the Summarized tab.
Click Save.

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