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Amalgamating Full Budgets

Amalgamating budgets allows you to take two full budgets and combine them into one full budget to get a total budget.

You may wish to have two separate properties and budget for them separately but are required to provide a combined budget to present to the bank. 

You must have at least two full budgets on file in order to amalgamate them.

To amalgamate budgets: 

  1. Select Budget.
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  2. Select Full Budget.
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  3. Select Amalgamate Budgets
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  4. Select the two budgets that you wish to amalgamate by highlighting the budget names in the
    left-hand box.
  5. Type in a name for the amalgamated budget in the top right-hand box.
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  6. Click the green tick.
  7. Once the amalgamation is finished you will see the following message box, click on Ok.
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  8. The new amalgamated budget will be displayed on the screen.
  9. If any conflicts occurred you will need to fix these. 
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  10. To display the two budgets amalgamated into one budget, click on the printer icon.
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