Calculate Through options

Open Year Amount

When you select the Open Year Amount as the Calculate Through, you will be able to enter an Amount in the Type/Value field. You may Increase or Decrease the budget by the Amount you entered in the Type/Value field using the Increase or Decrease checkbox.

For example, the balance of the selected account in 2006 Period 1 (January) is $1,000.00 and you want to increase it by $200 for 2007. Just type 200.00 in the Type/Value field, select the Increase check box then click the Calculate button.

You would notice that your budget in 2007 Period 1 (January) is now $1,200.00.

Open Year Percent

When you selected the Open Year Percent as the Calculate Through, you will be able to enter a Percent in the Type/Value field. You may Increase or Decrease the budget by the Percent you entered in the Type/Value field.

For example, the balance of the selected account in 2006 Period 1 (January) is $1,000.00 and you want to increase it by 10%, (10% of 1,000.00 is equal to 100) for 2007.  Just type 10% in the Type/Value field, select the Increase check box then click the Calculate button.

You would notice that your budget in 2007 Period 1 (January) is now $1,100.00.

Other Budget Percent

When you selected the Other Budget Percent as the Calculate Through, the Source Budget field will be enabled and you will be able to enter a Percent in the Type/Value field. You may Increase or Decrease the budget by the Percent you entered in the Type/Value field.

For example, the balance of the selected account in 2006 Period 1 (January) is $1,000.00 and you want to increase it by 10%, (10% of 1,000.00 is equal to 100) for 2007.  Just type 10% in the Type/Value field, select the Increase check box then click the Calculate button.

You would notice that your budget in 2007 Period 1 (January) is now $1,100.00.

Set Amount

This method sets all the budgets of the Account to a specified amount in the Type/Value Field.

For example, You want to set all the budgets for 2007 to $2,500.00.  Just type 2,500.00 in Type/Value field then click the Calculate button

You would notice that your budget for all the periods in 2007 is now $2,500.00.

Yearly Amount

This method sets the value of each period to the given value in the Type/Value field divided by the number of Periods of the given Account.

For example, You want to set the yearly budget for 2007 to $12,000.00.  Just type 12,000.00 in Type/Value field then click the Calculate button

You would notice that each period has a budget of $1,000.00 ($12000/12periods).