Budget Window

  • Article

Specifies summary information about the amount budgeted for each general ledger account in different time periods.

If you have not yet set up your budget, then click here for more information.

General FastTab

Selection Function

Budget Name

Select the name for the budget that you want to work on.

Show as Lines

Select the dimension that you want to show as lines in the Budget Matrix FastTab.

Show as Columns

Select the dimension that you want to show as columns in the Budget Matrix FastTab.

View By

Select the time intervals for which you want to view budget figures.

Rounding Factor

Select a rounding factor that the program will use to round the amounts in the columns. For example, if you select 1000, then all amounts are shown in thousands.

Show Column Name

Select this field if you want column headings to show the descriptive names that you have given dimension values and G/L accounts instead of the corresponding codes. This makes the matrix window easier for you to understand if you have set up numerical dimension value and G/L account codes.

Budget Matrix FastTab

The first three columns in the matrix display the following information:

Selection Function

Code

This column shows the dimension value code for the dimension selected in the Show as Lines field. To view a list of dimension values, click the drill-down button in the field.

Name

This column shows the name of the dimension value on the line.

Budgeted Amount

This column displays the dimension's or G/L account's total budget or, if you have specified a name in the Budget Name field, a specific budget. To see the G/L budget entries, click the drill-down button next to the field.

The remaining columns in the matrix show the dimension value code for the dimension that is selected in the Show as Columns field.

You can click the values in the matrix cells to see the underlying budget entries.

Filters FastTab

Selection Function

Date Filter

Set a date filter by which budget amount are displayed.

G/L Account Filter

Set a filter for G/L accounts, so that the values in the Balance, Budget at Date and Budgeted Amount fields are based only on the G/L accounts that are included in the filter.

Global Dimension Filters

Enter the dimension values that the program will use to filter the information in the window. Click here to learn more about dimensions.

Budget Dimensions Filters

Select a budget dimension as a filter so that the values in the budget fields are based only on budget entries with these dimension values.

Tip

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