Forum Discussion

JohnAlbury's avatar
JohnAlbury
Member
2 years ago
Solved

Budget entry

How does one enter budget figures in a new AccountRight data file

  • Leneth_A's avatar
    Leneth_A
    2 years ago

    Hi JohnAlbury, 
     
    Thanks for your post. Please allow me to extend to you a very warm welcome to the Community Forum. Thank you for reaching out to us. We regret that you are having challenges entering budget figures in your company file and we appreciate your patience during this time. 
     
    To enter the budget for an account, you may go to the Accounts command center >> Click Accounts List >> Click Budgets at the top >> Prepare Budgets window appears. (The window lists the Profit and Loss accounts by default.) From the Financial Year list, choose whether you want to enter a budget for this financial year or the next one. From the Account Type list, choose the type of account you want to enter a budget for Profit and Loss or Balance Sheet. 
     
    More information and instructions will be found in our Help Article: Entering budget amounts. 
     
     
    Please do not hesitate to post again if you need help in the future. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers,  
    Leneth

5 Replies

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    2 years ago

    Hi JohnAlbury, 
     
    Thanks for your post. Please allow me to extend to you a very warm welcome to the Community Forum. Thank you for reaching out to us. We regret that you are having challenges entering budget figures in your company file and we appreciate your patience during this time. 
     
    To enter the budget for an account, you may go to the Accounts command center >> Click Accounts List >> Click Budgets at the top >> Prepare Budgets window appears. (The window lists the Profit and Loss accounts by default.) From the Financial Year list, choose whether you want to enter a budget for this financial year or the next one. From the Account Type list, choose the type of account you want to enter a budget for Profit and Loss or Balance Sheet. 
     
    More information and instructions will be found in our Help Article: Entering budget amounts. 
     
     
    Please do not hesitate to post again if you need help in the future. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers,  
    Leneth

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hey LindaDav,

     

    You can enter job budgets by going to:

     

    • Lists > Jobs.
    • Double click the detail job you want to budget for (not a header job).
    • Click the Budget button.
    • In Job Budgets by Account window, enter the budget amounts against the relevant income and expense accounts.
    • Click OK to save.

    If the Budget button is greyed out, just check Accounts List > Budgets and remove any account‑level budgets you’ve got set up, as it only lets you budget by account or by job at one time, not both.

     

    Cheers,

    Doreen

  • LindaDav's avatar
    LindaDav
    Member
    2 months ago

    Thank you Doreen. Is there a way to enter a monthly budget against jobs or the way MYOB is structured is it simply that you just enter one amount for the entirety of the job? The jobs are basically used as cost centres. 

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi LindaDav,

     

    You're welcome! Job budgets are set up as a single budget per job by account, not month by month, so you enter the total budget for the life of the job rather than separate monthly figures. If you have questions about job budget. You can also reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account. They can also provide more info regarding jobs. 

     

    Cheers,

    Doreen

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