This article explains how to set your Current Budget to the cashbook in order to run a Budget to Cashbook Comparison Report.
Each time a budget is updated, if you wish to see these changes in the Budget Comparison Report, a new current budget will need to be saved. You can either save a new current budget with a new name or delete an existing current budget and save it as its name.
How To Get To The Current Budget Setup Screen
- Open Agrimaster.
- Click on Budget.
- Select either Quick Budget or Full Budget.
- Open the budget that you wish to see in the Budget Comparison Report.
- On the top of the Budget screen, click Current Budget.
- The Current Budgets screen should now appear.
How To Save A New Current Budget
Save the budget with a name that is not listed in the Existing Current Budget list. This can be done by:
- In the field Name, enter the name you wish to save the budget as.
- Next, identify the new current budgets first month, by selecting a month and year from the First Month drop-down field.
- Then click Save Current Budget.
- If a message appears, saying the Name Full budget XXXX already in use! your current budget has not saved as there is already a current budget with this name. You will either need to delete the budget that exists with this name or make the name of your current budget unique.
- If a message appears, saying the Name Full budget XXXX already in use! your current budget has not saved as there is already a current budget with this name. You will either need to delete the budget that exists with this name or make the name of your current budget unique.
- Click the black cross to close the screen.
How To Delete A Current budget
You may need to delete a current budget if the name you wish to save your current budget as is already been used. To delete a current budget,
- Select the budget name from the Existing Current Budgets, it will be highlighted once selected.
- Next, the Delete highlighted current budget button should now appear. Press this button to delete the current budget.
- Now the budget has been deleted following the steps on how to save a new current budget.
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