Budget rules

Budget rules are predefined methods for calculating and distributing budget amounts to all periods for an account. You can use budget rules to help you enter budgets quickly and easily.
Note: You cannot use budget rules for disabled, outdated or frozen accounts, or accounts for which budgeting is not allowed.

You cannot enter budget amounts for a budget that is frozen.

You can use these budget rules:

  • Divide Evenly: Evenly distribute the amount you enter across all accounting periods. You can set rounding options to handle any undistributed amount resulting from rounding calculations.
  • Repeat Per Period: Repeat the amount you enter in each accounting period.
  • Prior Year Budget Monetary*: Multiply the amount you enter by the prior year budget monetary balance of the account you enter.
  • Current Year Budget Monetary*: Multiply the amount you enter by the current year budget monetary balance of the account you enter. To include budget amounts you entered in the current session, save your entries before choosing this budget rule. You do not have to post the entries.
  • Prior Year Budget Statistical*: Multiply the amount you enter by the prior year budget statistical balance of the account you enter.
  • Current Year Budget Statistical*: Multiply the amount you enter by the current year budget statistical balance of the account you enter. To include budget amounts you entered in the current session, save your entries before choosing this budget rule. You do not have to post the entries.
  • Prior Year Actual Monetary*: Multiply the amount you enter by the prior year actual monetary balance of the account you enter.
  • Current Year Actual Monetary*: Multiply the amount you enter by the current year actual monetary balance of the account you enter.
  • Prior Year Actual Statistical*: Multiply the amount you enter by the prior year actual statistical balance of the account you enter.
  • Current Year Actual Statistical*: Multiply the amount you enter by the current year actual statistical balance of the account you enter.

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