Edit Budget Amounts for Single Period
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We need to edit the budget amounts for a single period. Is there a way to do so without having to upload our entire budget spreadsheet again?
It is indeed possible. To do so:
- Go to the Budget tab of the Chart of Accounts Maintenance
- Double-click FundWriter
- Double-click FundWriter Setup
- Double-click Chart of Accounts Entry
- Click the Budget tab:
- Click the Edit toolbar button
- Under Budget Recalculation Options, select “Clear budget amounts” and click Apply Changes
This will clear out any budget values you have already entered for this account.
- Double-click on the Working Budget value that you wish to modify
- Enter the amount that you want budgeted for that period
- Click the Save toolbar button
