Budget Creation Utility


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

 

 

 

 

Setup

Flag budget relevant GL accounts. These are normally revenue and expense (COGS included) accounts.

  1. To begin, Click on → , then select the appropriate account category drawer (revenues in the example below). Lastly select your account.


  2. With the account selected, click on the button and then check the box, finally click and 


  3. Repeat this process for each account that should be flagged as being budget relevant.

Create a Budget

  1. Launch the Budget Creation Utility by navigating to  then 


  2. From the Budget Creation Utility, click the  button to generate the template, then input your budget in debit/credit format.