Budgeting

Budget Planning values are used with the Flow of Funds and Projected Cash Flow Reports. 

1)   Click on Planning: Budgeting.

2)   Click on an ATI category to open the list, and then select a code from the list.  Click the Edit button to open the budget window. 

3)   Enter a yearly budget amount which will be distributed equally over 12 months or enter a budget amount for each month. Click Update to save or Cancel to discard the additions or changes.