Creating Budgets

Nov 13, 2009 2 Replies

I work for a non-profit that has a contract with the State. In July, we get our annual budget, a lump sum, line item budget. Accounts are set up and we track expenditures. I was thinking to set it up so that Quickbooks could generate budget/actual reports, but I don't see where I can enter in the beginning budget amounts. I only see the screen with the annual amount and 12 months of columns. Am I supposed to divide by 12 or something? That's not really how we look at it in reality - so much per month. We have certain things budgeted and then the flexible monthly expenses.



The F1 Help wasn't very helpful.



I can keep generating things in Excel - just thought this would be a cool tool.



Am I missing something? I have Quickbooks 2009 for NonProfits.



Thanks


You can enter the budget using any monthly spread you want to. Divide by 12 or spread it to line up best with your historical pattern. The choice is yours but you do need to enter the 12 months of data.

Figures QB wouldn't be that flexible. :(

OMG! I'm starting to WHINE again! :(

Thanks for replying tho! :)

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required