Edit a Budget
You can use actual amounts to fill in your budget, or copy from an existing or open budget.
Enter a budget name (up to 30 characters) and description (up to 50 characters).
You have up to three choices for creating a budget.
Use
actual amounts
- From an existing budget, select the Autofill button.
- Select "Use actual amounts from Sage 50" and click Next.
- Select the previous accounting periods to use to build the new budget.
- Select the starting period for the new budget. The end period is determined by the range of periods selected in Step 4.
- Click Finish.
Copy
amounts from the open budget
- From an existing budget, click the Autofill button.
- Select "Copy amounts from the open budget" and click Next.
- Select the year and accounting periods you want to copy from.
- Select the starting period for where to paste these amounts. The end period is determined by how many periods were selected in the previous step.
- Select Finish.
Copy
amounts from another budget (Sage 50 Premium Accounting and higher)
- From an existing budget, click the Autofill button.
- Select "Copy amounts from another budget" and click Next.
- Select the budget you want to copy from.
- Select the year and accounting periods you want to copy from.
- Select the starting period for where to paste these amounts. The end period is determined by how many periods were selected in the previous step.
- Select Finish.
What do you want to do next?
- Adjust budget amounts
- Create a new budget(Sage 50 Premium Accounting and higher)
- Add an account to an established chart of accounts
- Perform other Sage 50 General Ledger procedures