*Overview-Core Budgeting Styles
There are three feature areas with the "Budgets" category:
Core Budgeting
- Start from a budget dashboard tracking status information or a comparative financial statement format
- Directly entering monthly or annual budget values per G/L account
- Basic or custom budget data entry styles
- Flat values per month or itemized details
Payroll
- 3 styles of payroll entry depending upon how detailed your needs may be
Other Tools
- Custom worksheet options for complex budget calculations and financial models
- Capital Expenditures (Fixed Assets)
- Allocations (allocating/distributing costs)
- Forecasting (blending Actuals plus YTD Avg or Budget or Prior Year, etc.)
- Job Costing and Project Accounting (Project and Task level detail below the G/L)
- Budget Reallocation (shuffle funds between accounts or departments while enforcing zero net change to the total)
Related Articles
*Overview-Core Payroll Styles
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Budgeting Dashboard Tutorial
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1 Table: "Which Budget Style Do I Need?"
Dashboard Basic Budget Entry Custom Budget Entry Screenshots (click to expand) Simple Definition • lists all accounts in the dept • states amt budgeted, update info, approval & locked status of each acct • 12 months for all accounts plus spread ...
Budgeting Dashboard Article
Tutorial Link Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts. Launchpad for data entry Identify the person that last updated an account and the time/date it was ...
Custom Budget Entry Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: To create a custom dashboard view for entering and reviewing your budget. Other Related Tutorials & Page Links: * Step by Step Tutorial-Basic Budget ...