Viewing Budgets

In a budget with dimensions, you can filter the entries and, thereby, see specific budgets.

To View a Budget:

  1. Open the Budget window.

  2. On each tab, fill in the fields. For Help about a specific field, click the field and press F1. On the Filters tab, fill in a least one Filter field.

  3. If you have selected Period in either the Show as Lines or Show as Columns field, then at the bottom left side of the window, select the appropriate time interval button.

  4. If you have not selected Period in either the Show as Lines or Show as Columns field, then enter the appropriate period on the Filters tab in the Date Filter field.

Note

Only entries from the G/L budget with the filter codes you enter on the Filters tab are included in the calculation. Budget entries with other filter codes or without any filter codes are not included.

As long as the filter remains on the window, the budget only displays the budget entries with these filter codes.

Tip

If you need to modify the budget, simply enter new amounts in the relevant fields.

Related Topics

Setting Up New Budgets

Copying Budgets

Dimension



© 2009 Microsoft Corporation. All rights reserved.