Budget List: options and information

Available in Microsoft Office Accounting Professional 2008 and Microsoft Office Accounting Standard 2008 only.

The Budget List provides a summarized view of the budgets that you have created in Microsoft Office Accounting 2008.

Open the list

  • On the Company menu, point to Company Lists, and then click Budgets.

For detailed information about how to find information in a list, sort or move columns, or modify, print, or export a list, see Working with lists.

List columns

ShowList columns and descriptions

Information in the list is read-only. To modify a budget, open it from the list.

Column Description
Budget Name Displays the name assigned to a budget.
Fiscal Period Start Displays the beginning date of the fiscal period that the budget covers.
Fiscal Period End Displays the ending date of the fiscal period that the budget covers.
Date Created Displays the date the budget was created.
Created By Displays the name of the user who created the budget.
Last Modified Displays the date the budget was most recently modified. If the budget has not been modified, the date the budget was created is displayed.

Tasks

ShowTasks you can perform in the Budget List

You can perform these tasks in the Budget List.

Task Description
Add a new budget In the upper-left corner of the Budget List, click Add a new Budget.
Edit a budget Double-click a budget to open it.

Additional actions

ShowActions menu commands

On the Actions menu, you can select the following commands.

Click To
Find Look for a budget in the list.
Export to Excel Export the Budget List to Microsoft Office Excel.
New Budget Create a budget.

Related topics

Budget for Profit and Loss report: options and information
Budget form: options and information
New Budget dialog box: options and information
 
 
Applies to:
Accounting 2008