Create a Budget - Start with a Blank Budget

While it is probably easier to start by copying from an existing budget or using actual data, you can start from scratch if necessary--if you are just starting out on Sage 50, for example.

  1. From the Maintain Budgets window, select the New button. (Sage 50 Premium Accounting and higher)
  2. Enter a Budget Name and Description. A budget name can be automatically created based on the description, provided this option is checked in Maintain Global Options. The description is optional. (Sage 50 Premium Accounting and higher)
  3. Make sure "Start with a blank budget" is checked and click Finish. (Sage 50 Premium Accounting and higher)
  4. Use the Account Filters to determine the accounts that display for your budget. You can also filter by department mask or account segment ((Sage 50 Premium Accounting and higher).
  5. You can view and enter data for four fiscal years--the two currently open years, and the year before and after them.
  6. After you've begun working with a budget, you can still use actual data or an existing budget to complete the budget, by using the Autofill feature.
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