No Budget Options
If nothing is checked, then all budget options – Current Budget, Forecast, Next Year Budget– will transfer to the new year unchanged.
New year’s budget numbers will be as follows:
- Current Budget = prior year current budget #s
- Forecast = prior year forecast #s
- Next Year Budget = prior year next year #s
Clear G/L Budget # to zero
If the Clear G/L Budget # to zero option is checked, then the Current Budget #s will be zeroed out in the new year. Forecast and Next Year Budget #s are unchanged.
New year’s budget numbers will be as follows:
- Current Budget = zero
- Forecast = prior year forecast #s
- Next Year Budget = prior year next year #s
Move Next Year’s Budget Numbers to Current
If the Move Next Year’s Budget #s to Current option is checked, then the next year's budget amounts are transferred to the current budget buckets in the new year. Forecast and Next Year Budget #s are unchanged in the current year.
New year’s budget numbers will be as follows:
- Current Budget = prior year next year budget #s
- Forecast = prior year forecast #s
- Next Year Budget = prior year next year #s
Move Only Non-Zero Budget Numbers
If the Move Only Non-Zero Budget Numbers option is checked, then only accounts that have a non-zero balance will have their next year budget #s moved to Current Budget in the new year. Again, there is no change to the Forecast or Next Year Budget # buckets.
New year’s budget numbers will be as follows:
- Current Budget = prior year next year budget #s for accounts that have a non-zero balance
- Forecast = prior year forecast #s
- Next Year Budget = prior year next year #s
