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arkvalleyinfo
January 4, 2019
Question

Can a budget amount be set per class instead of per account?

  • January 4, 2019
  • 16 replies
  • 0 views
Original commenter did not share additional details

16 replies

JenoP
JenoP
January 4, 2019

Hi there, accounting33.

 

Yes, you can set up your budget by class. Let me show you how:

 

  1. Create a new budget in the Budgeting section. 
  2. Select Class in the drop-down arrow for Subdivide by.
  3. Select which class the budget is for in the drop-down arrow for Add subdivided budget for. 
  4. Click Next.
  5. Enter the budget amounts in the class that's selected in the drop-down arrow for View budget for.

I also have screenshots below for more details. Leave a reply below if you have other questions. 

 

 

millerdq
March 18, 2019

Answer appears to be a budget by Class within Account; question is for a budget by Class instead of Account.  

    ch010101
    January 16, 2020

    I'm frustrated as we're trying to accomplish the same thing, and no one seems to really understand the issue. I get that you can toggle between classes and fill out a detailed budget for each class, but I would like to have the rows be classes, with no accounts appearing whatsoever. We don't need the complexity and detail of having to budget by account for each class; we just need a high-level view for how we're doing in each class.

    dirfin
    February 20, 2020

    I set my budget up by account and it all went to one class. If I run a budget to actual the budget amounts dont show under the right class. I can do a 2nd budget by class but dont understand this. Do I have ot enter each separate class budget. How would I run a consolidated report?

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