Change Budget Setup

At times you may need to alter the setup to an existing Full Budget, for example:

• The budget title is incorrect.
• The budget start month is incorrect.
• You would like to extend the budget period (i.e from 1 to 5 years).
• Change the bank accounts attached to the budget.
• Change the worksheets attached to the budget.
• Change the BAS GST options.
• Change the budget format for the Grain Income Calculators.
• Change Grain Income Calculator sets.
• If you are to alter the setup to an existing Full Budget do "What If" planning for a budget.

To change the setup of an existing Full Budget, follow these steps:

1.  Start at the Home Page.
2. Click Budget.
3. Click Full Budget.
4. Click Change Budget Setup.
5. Select the Budget that requires the change.
6. Now edit the section of the Budget Setup that requires the change:
   • Title.
   • First Month.
   • Period.
   • Bank Accounts.
   • Worksheets (select or deselect the required worksheets).
   • BAS GST options.
   • Budget format for the Grain Income Calculators.
   • Grain Income Calculator sets.
7. Ensure all the information selected is 100% correct or certain aspects of your budget will not link together. Once completed, the Full Budget setup will look similar to this: 
   
8. Once you have completed the changes click the green tick.
9. Your Full Budget will now launch.