| Available in Microsoft Office Accounting Professional 2008 and Microsoft Office Accounting Standard 2008 only. |
|---|
When you create a budget in Microsoft Office Accounting 2008, you can focus on your company's plans and expectations for the next fiscal period. Using the Budget form, you can make profit and loss projections for your company and, if you select the Use classes check box in the Preferences dialog box, you can budget your financial data by class. During the fiscal period, you can run a Budget for Profit and Loss report to compare actual results to the budgeted amounts.
You can adjust your budget at any time to reflect actual results in a fiscal period; changing market conditions; and new accounts or classes.
Create a budget
- On the Company menu, click Create a Budget.
- In the New Budgets dialog box, select the fiscal period for which you want to create a budget.
- Enter the information on the Budget form.
- On the toolbar, do one of the following:
- To close the form, click Save and Close.
- To create another budget, click Save and New.
Edit a budget
- On the Company menu, point to Company Lists, and then click Budgets.
- Right-click the budget that you want to edit, and then click Open Selected Items.
- Make the changes on the Budget form.
- Click Save and Close.
Related topics
- Budget for Profit and Loss report: options and information
- Budget List: options and information
- New Budget dialog box: options and information
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