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Budget Classes

This page describes the Budget Classes setting in the Nominal Ledger.

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When entering Budget and Revised Budget records, you may need to budget for different market or other scenarios. In other words, you may need to enter more than one Budget or Revised Budget record for the same Account-Tag/Object combination for a particular period. To do this, you can use this setting to create Budget Classes that represent the various market or other scenarios, and then assign a Budget Class to each Budget and Revised Budget record.

To open the Budget Classes setting, first ensure you are in the Nominal Ledger module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Budget Classes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Budget Classes' in the 'Settings' list. The window illustrated below will open.

Enter each new Budget Class on the first blank line and, when finished, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

It is recommended that you enter Budget Classes in alphabetical order, as shown in the illustration. You can insert a new Budget Class in the correct place in the list by clicking on a row number and pressing the Return key (Windows/macOS) or long tapping on a row number and selecting 'Insert Row' (iOS/Android). When you enter a new Budget or Revised Budget record and use 'Paste Special' to choose a Budget Class, the Classes will be listed in the same order as they are listed in this setting. If they are in alphabetical order, you will be able to find the correct one quickly and easily.

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Settings in the Nominal Ledger:

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