Budget Overview
The Budget Overview form can be opened from the Main Menu > Accounting pull down > select Budgets. This form displays budget records in Current Fiscal Year and Previous Fiscal Year. You will be able to view budgets for each month of the current year for each Account ID in your Chart of Accounts. The Current Budget column for each month of the current year will show the budgets estimated in the Budget Definition form. The Current Actual column will automatically be calculated for you by the system based on the transactions that transpired throughout the program using that specific Account ID. In the Variance Amount column you will be able to see the difference of the Current Budget minus the Current Actual column. This will tell you if you are over or under your projected monthly budget for an Account ID. The Variance Percent is computed as Variance divided by Current Budget.
At the right side of the form, there is the Historical Fiscal Year section. This will show you the Historical Budget and Historical actual amount, Variance Amount and Variance Percent of the Historical Fiscal Year. There is a Budget Calculation Methods form that will allow you to enter budgets by a calculation instead of by hand.
At the bottom of the Budgets Overview form you will notice the last row displays annualized totals for all the columns.
The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the Budget Overview form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may also use the Find button to find a specific record.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The Find button will open to Find Budget Overview form.
The Print button will print the Budget Overview report.
The Close button will close the form.
Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.