accpac simply accounting 9.0 Benutzerhandbuch

Part 1:  Setting Up 

6–2    Simply Accounting 

 

SW9UG 6-11.doc, printed on 1/9/02, at 11:54 AM. Last saved on 1/9/02 11:28 AM. 

 

For each account you want to include in your budget, enter an 
estimated amount for each budget period. 

Tip:  Budget accurately. Don’t feel that you have to fill in the 
same amount for each period. Consider seasonal sales, one-time 
or annual expenses, and so on. 

1.  In the Home window, open the Accounts window. 

2.  Select the revenue or expense account you want to include in 

your budget. (Revenue accounts are numbered 4000 to 4999, 
expense accounts are 5000 to 5999.)  

3.  Click the Budget tab and fill in the information. 

If the budget period is 
Annual, a single budget 
amount field appears 
here. 

 

Click this button to 
distribute the Total 
Budgeted Amount in equal 
amounts to each period. 

 

4.  Repeat steps 2 and 3 for each account you want to budget.  

 

Save 

5.  On the File menu, choose Save.  

 

You can set up a budget for any project. When you allocate 
amounts to projects as you record revenues and expenses, Simply 
Accounting keeps track of the amounts, so that you can compare 
the actual cost of the project to a budget estimate and spot 
potential cost overruns early. 

1.  In the Home window, on the Setup menu, choose System 

Settings, then Settings.  

5 Turn on budget option 
† Add budget info 
† Set project budgets 

5 Turn on budget option 
5 Add budget info 
† Set project budgets