Quick Step Guide – Create or Amend Budgets

Create a Preliminary Budget

1. Click Primary Task | Yearly Budgets | Tools | Create New Budget.
2. Select an Available Budget, from the list, as a base to create the new budget.
3. Click Get Budget button.
4. Verify the Year to Create the new Budget for.
5. Use the ‘Adjust Preliminary Budget’ and ‘Adjust By…’ to have the program calculate an increase or decrease for a range of accounts.
6. Click OK to create the Preliminary Budget.

Adjust Preliminary Budget Amounts

1. In the Primary Task | Yearly Budgets, double click the Preliminary Budget to switch to the detail view of an account.
2. Enter the Ledger Account Number to be edited. Users can:
1. Type the number in
2. Select from the drop down
3. Use the arrow keys on key board
3. Enter the Amount in Initial Budget Entry area.
4. Click Save Budget Entry button.
5. The Initial Budget Entry Amount may be changed as many times as needed until the budget is finalized.

Finalize Budget

1. In the Primary Task | Yearly Budgets, click the Preliminary Budget to select the budget to finalize.
2. On the Tools Tab, click Finalize Budget.
3. Click Yes.
4. Click OK.

Amend Finalized Budget Amounts

1. In Primary Task | Yearly Budget double click the year to amend.
2. Enter the Ledger Account Number to be edited. Users can:
1. Type the number in
2. Select from the drop down
3. Use the arrow keys on key board
3. In the Amendments area, click in the Date field of the grid and enter the correct date.
4. In the Amount of Change field enter the amendment.
1. **Keep in mind; this is NOT the new total, but the amount added to or subtracted from the original budget.
5. In the Comment field add any notes or comments pertaining to the amendment (board meeting date, resolution number, page in minuets, etc.).
6. Click Save Amendment button at the bottom right of the window.