Copying Full Budget to a Quick Budget

Please Note

• Multiple Bank Accounts: Agrimaster Full Budget supports multiple bank accounts, whereas Quick Budget supports only a single bank account. When a Full Budget is exported to a Quick Budget, the balances from all bank accounts are consolidated into one account within the Quick Budget.
• Cash Transfers: Agrimaster 6.5 Full Budget includes a Cash Transfers feature, which is not available in Quick Budget. Following the export, the impact of cash transfers will be included in the account balances; however, individual cash transfer transactions will not appear in Quick Budget reports.
• Worksheet Cashflow Data: All worksheet cashflow data from a Full Budget will be transferred and available in the Quick Budget after export.

Steps on converting Agrimaster 6.5 Full Budget to an Agrimaster 6.5 Quick Budget-

1. Open an Agrimaster 6.5 Full Budget that you wish to export to a Quick Budget.
   
    
2. Make sure the Tax Calculator is turned on in the Full Budget.
   
3. Click on the Export Cashflow Icon on the top right of the Full Budget screen.
   
4. Select the "export data to a Quick Budget" option from the list, then press the green tick.
   
5. Enter a name for the exported Quick Budget and press the green tick.
   
6. You can now open your Quick Budget from the Quick Budget screen.  
7. Once the budget is open, ensure GST is enabled.
   
8. In the Quick Budget, ensure the amalgamated balances for the following items are the same as the combined totals as the Full Budget:
   • Bank Account opening balance
   • Overall, the month-by-month bank account closing balances
   • Cash Flows In 
   • Cash Flows OUT
   • GST Opening Balance
   • Total Receipt
   • Total Payments
   • Any accrued GST or PAYG open balances are correct in the Open Bal icon.