Overview of Budgets
35 steps
2 minutes
1
Navigate to Brokerage Engine
2
Click "Accounting"
3
Click "Settings"
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Click "Budgets"
5
The Budget Dashboard will populate. You can search by Budget Name or Period (Year).
Create a New Budget
6
Click "New Budget"
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Click the "Budget Name" field to name the Budget.
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Select the Fiscal Year from the dropdown menu.
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Pick a period for the Budget from the dropdown menu.
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Select whether to pull the Actual Data from the Profit & Loss Statement for the period.
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Select whether to subdivide the Budget by Class.
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Click "Next"
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The Budget Detail will then populate.
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Manual changes can be done to the numbers by clicking on the desired fields.
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Once finished, click "Save".
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Click "OK"
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The Budget can now be duplicated or deleted by making a choice from the dropdown menu.
Generate a Budget Overview Report
18
From the Budgets Dashboard, click on the arrow on the "Reports" button to populate the dropdown menu.
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Click "Budget Overview Report"
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The report and its graphs will then populate.
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The Budget Overview Report
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A new Budget can be selected to be displayed.
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Click on the small calendar icons to adjust the data range.
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Click "Generate"
Create a Budget vs Actuals Report
25
From the Budgets Dashboard, click on the arrow on the "Reports" button to populate the dropdown menu.
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Click "Budget vs Actuals Report"
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The report and its graphs will then populate.
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The Budget vs Actuals Report
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A new Budget can be selected to be displayed.
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Click on the small calendar icons to adjust the data range.
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Click "Select Compare Period" to add comparison periods to the Report.
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Make one or multiple selections.
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Click "Close"
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Click "Generate"
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The Report and its graphs will then populate with the adjusted data.
