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Plan a year by account, and read the ledger beside it

A budget here is a plan per account per month, with what actually happened shown next to it. What you planned to spend and earn, by account, for a financial year.

You need

• accounting.budgets.read
• accounting.budgets.create
• accounting.budgets.update

Steps

1. Open Budgets and press New budget.
2. Give it a Budget name and the Financial year it covers, then save.
3. Press Open on it, then Add a line for each line you want to plan: an Account, a Month and the Planned figure. This budget has no lines yet. Add an account and a month, and the ledger will be shown beside it.
4. Read Actual and Difference beside each line. Actual is what has been POSTED to that account in that month. Drafts are not counted, and a voided entry is not counted twice.
5. Planned for the year sums the plan. Use Edit budget to revise a line and Remove to drop one.

Nothing here posts to the ledger — a budget is read against the books and never written into them.

Related

• Take a trial balance, a profit and loss, or a balance sheet
• Add an account for the books to post to
• Open and close periods, and lock the past