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The budget facility is used to enter and edit budget figures in
TurboCASH, which can be compared with actual figures achieved. Budgets are a
guide as to what you want to achieve; for instance what income you expect to
generate (sales forecasts and income from other sources) and a plan for your
expenses you need to incur to achieve that income.
Once all your budget figures are entered, the Budget Performance report or a Trail Balance, Income Statement, etc. could be generated to compare your actual figures with your budgeted figures. This comparison allows you to see exactly how your business is doing and will enable you to make better business decisions - e.g. when to advertise or when to cut back on what costs, etc.
To Enter or Edit a Budget:
Click on the Edit - Budgets menu option or press the 
and 
and 
keys on your keyboard. The search facility screen
listing all your available Accounts as well as the Budget Accounts screen will
be displayed.
Select the account, for which you wish to enter or edit budget figures,
and press the 
key on your keyboard. The search facility will close
and the account number will be displayed in the account field.
Enter the budget amounts in the Debit or the Credit columns for each of
your accounting periods. The annual figure will be updated automatically as you
enter the amounts. Should you enter an amount incorrectly, you may click on the
button to undo the entered amounts.
If you have annual figures you may enter an annual amount in the Amount field as a debit (+ positive) or a credit (- negative) budget amount and press the key on your keyboard. If it is a debit (+ positive)
amount the amount will automatically be divided equally between the number of
accounting periods in the Debit column. If it is a credit (- negative) amount
the amount will automatically be divided equally between the number of
accounting periods in the Credit column.
You may wish to edit or overtype the amounts for each accounting period to reflect your seasonal trends or expected scheduled payments or sales.
Click on the 
button to save the changes. The Accounts search facility
screen will be displayed. You may select another Account to enter budget figures
for the following account.
Once you have entered all your budget figures, you may press the
button on your keyboard twice to close the Accounts search facility and
the Budget Accounts screens.
button. The specific account will be viewed on the
Budget Performance Report.
Click on the button and select the correct account or an
account with sub-accounts.
Once all your budget figures are entered, the Budget Performance report or a Trail Balance, Income Statement, etc. could be generated to compare your actual figures with your budgeted figures. This comparison allows you to see exactly how your business is doing and will enable you to make better business decisions - e.g. when to advertise or when to cut back on what costs, etc.
To Enter or Edit a Budget:
Click on the Edit - Budgets menu option or press the and and keys on your keyboard. The search facility screen
listing all your available Accounts as well as the Budget Accounts screen will
be displayed.
Select the account, for which you wish to enter or edit budget figures,
and press the key on your keyboard. The search facility will close
and the account number will be displayed in the account field.Enter the budget amounts in the Debit or the Credit columns for each of
your accounting periods. The annual figure will be updated automatically as you
enter the amounts. Should you enter an amount incorrectly, you may click on the
button to undo the entered amounts. If you have annual figures you may enter an annual amount in the Amount field as a debit (+ positive) or a credit (- negative) budget amount and press the
key on your keyboard. If it is a debit (+ positive)
amount the amount will automatically be divided equally between the number of
accounting periods in the Debit column. If it is a credit (- negative) amount
the amount will automatically be divided equally between the number of
accounting periods in the Credit column. You may wish to edit or overtype the amounts for each accounting period to reflect your seasonal trends or expected scheduled payments or sales.
Click on the button to save the changes. The Accounts search facility
screen will be displayed. You may select another Account to enter budget figures
for the following account.Once you have entered all your budget figures, you may press the
button on your keyboard twice to close the Accounts search facility and
the Budget Accounts screens.
button. The specific account will be viewed on the
Budget Performance Report.
Click on the
button and select the correct account or an
account with sub-accounts.