1. To navigate to budgets go to Accounting> Reports> Budget.
2. Click Create New. This will take you to the budget screen.
3. A list of GL accounts will be populated on the screen where you can set your dollar values.
4. You can set a specific date range for your budget by adding date ranges on the Budget From/To section.
5. If you set a show history date range it will allow you to populate values based on the Total Balance and Delta.
6. The Populate button will default values differently based on accounts.
7. For Assets & Liabilities will use the Total Balance (balance sheet typically is less useful).
8. For all other Accounts: Equities, Revenue, Expense, Other Income & Expense, Cetec will use the Delta to generate a value.
9. These values will be extrapolated across each budget value.
10. You can also view the budget by quarter, month, or week and select a specific cost center.