This article explains how to use the View All Budgets option in Agrimaster 10 to open, organise, search, and manage your budgets.
1. Access View All Budgets
Navigate to the Budget Home Page
Click View All Budgets.
This opens the View All Budgets modal.
Here, you will see a list of all budgets available within Agrimaster 10. Depending on how many budgets you have, budgets may span across multiple pages.
Use the navigation controls at the bottom of the window to move between pages.
2. Sort and Organise Budgets
By default, budgets are displayed in a list view.
You can sort budgets by clicking the arrows next to each column header.
Available sorting options include:
Name: which organises the list in alphabetical order
Created: the date the budget was created and by whom
Modified: the date the budget was last modified and by whom
Source: shows how the budget was originally created or where the budget data came from. Possible Source values include:
Imported from Agrimaster 6.5 Budget
Budget from Actuals
Copied Budget
Year In Year Out Budget
If a budget was created as a Blank Budget, no Source will be displayed.
Type: there are three main Types.
Baseline: your original budget, used as a starting point. You can also copy this budget as a starting point to create a Working or What If Budget.
Working: a fully created budget that allows you to import reconciled cashbook actuals over the budget data as the year progresses. This provides a more accurate reflection of your future cashflow position.
What If: a budget used for scenario planning and forecasting, allowing you to test different assumptions and explore potential outcomes without affecting your baseline or working budgets.
These tags make it easy to identify how each budget is being used.
3. Open and Manage Budgets
To open a budget, click Open.
Each budget also includes additional management options.
Click the ellipses icon (three dots) to:
Set-up a Type (Baseline, Working or What If Budget)
Remove a Type
Delete a Budget
This area allows you to organise and manage your budgets.
Please note: Active Budgets cannot be deleted. To delete an Active Budget, you must first assign a different budget as Active. You can then delete the previous Active Budget.
4. Search Budgets
You can search for specific budgets using the search dropdown.
Search options include:
Creation Date
Modified Date
Keywords
Creation Date Search:
Click in the field or select the calendar icon to open the date picker.
Select a date range to display budgets created during that period.
To return to viewing all budgets:
Click the cross icon to clear the filter
Or select All Budgets
Modified Date Search:
Modified Date search works the same way as the Creation Date search.
Keywords Search
Enter a word used in a budget name.
Agrimaster 10 will display matching results.
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