1.Select Accounts | Budgets for Accounts. The Account Selection screen appears.

2.Select the account for which you want to change budget information. Select OK to continue. The Budgets for Accounts screen appears

3.Select a Month Budget field and enter a budget amount.

- or -

If you know the year-to-date budget amount, but do not know the monthly budget amount, select the YTD Budget field for the appropriate month. Enter the year-to-date budget amount for that month.

4.If you want the budgets for this account included in budgeted cash-flow reports, check the Cash Flow box.

5.If you want that budget amount to be the same for each month of the year. Select the "repeat" button, and the system will automatically insert that budget amount for the entire year. (Keep in mind, that the amount in the YTD budget column is a running total of your budget numbers. The last month will show the annual budget total.)

6. If you know the Total number for the year, select the "calculator" button and divide your number by 12. Then you can insert the monthly number and select the repeat button to insert it into each month cell.

7. The "actual" column will show what you have already spent/received. The monthly budget column will show what you expected to spend/receive. The YTD Budget will show the running balance of the budget figures up to that month.