How Do I Add/Delete BudgetIDs Displayed on the Budget Summary? Article

How Do I Add/Delete BudgetIDs Displayed on the Budget Summary? Article

The Budget Summary is found on the Account Detail tab  in Budgeting Dashboard , Basic Budget Entry , Custom Budget Entry , Custom Reports , and Custom Reports with Line Item Details.





The ability to display or not display a BudgetID on the Budget Summary is controlled in Manage Budgets .




  1. From the dropdown menu select the CompanyDB;
  2. Click the "Show Budgets" and the screen will populate with all the BudgetIDs associated with the selected Company DB;
  3. To display a BudgetID on the Budget Summary, check its box in the "InSummary" column.  To not display, uncheck the box;
  4. Click the "Save Budgets" button.

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