Summary
A simple excel-based tool to help you create and maintain your budgets.
Description
Budgets are an integral part of any business, its where you plan what you are going to spend and what you will receive. OBeer has P&Ls that leverage the budget mechanism. To make creating and maintaining budgets easier, the Budget Creation Utility was developed.
Recent Updates
- Updated look and feel
- Support for updating existing budget scenarios
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Setup
Flag budget relevant GL accounts. These are normally revenue and expense (COGS included) accounts.
- To begin, Click on
→ 
, then select the appropriate account category drawer (revenues in the example below). Lastly select your account.
- With the account selected, click on the
button and then check the 
box, finally click 
and 
- Repeat this process for each account that should be flagged as being budget relevant.
Create
and Maintain Budgeta Budget
- Launch the Budget Creation Utility by navigating to
then 
- From the Budget Creation Utility, click the
button to generate the template, then input your budget in debit/credit format.