6.9 Budget Rollover

To select this function, choose the item of the same name from the Utility menu. This function, as mentioned in the alert box, will roll next year's budgets into this year's budgets, and the following year's budgets into next year's budgets. The budgets for the following year will be left intact to be edited manually, as desired.

To edit the budget for a particular account, first select GL Accounts from the Ledger menu, or type in the keyboard command equivalent, <cmd-G>. Hold down the <Option> key while double-clicking on the particular account you want, and then click on the 'Budget' button.

For more information on account budgets, see section 4.3.7 Setting the Budget.