Propose Account Budget

Use the Propose Account Budget command with New and Adopted budgets to add an account from the Available Account Codes tab with its amount.

1. Select Budget Management from the Budget menu, and that window opens with the current fiscal year budget displayed.

2. Select the Fund in which you want to work from the pull-down list.

3. Select the Account Type in which you want to work from the pull-down list. Options are: Expenditure, Fund Balance/Retained Earnings, Other Financing Sources, Other Financing Uses, and Revenue.

4. Click on the Available Account Codes tab.

5. Check the box for the account you want to change, and click Propose Account Budget. That window opens.

6. Enter the amount of the difference — either positive or negative — in the Change field. Note: Enter the amount of the change, not the new total amount.

7. Optional. Enter a Comment if desired.

8. Click Apply. The change is saved, the account code is moved to the Budget Items tab, and the new total is displayed in the Proposed Amount column.

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