ACCOUNTS HOSTED - COULD SOMEONE BABY STEP ME THROUGH BASIC BUDGETING, PLEASE?
Hi there
I haven't used much of what is available in Reckon Accounts Hosted, but I need to get an idea on how to create and compare a budget, please.
I have managed to set up a Budget using the last financial year's P&L By Account ... but what I want to know is how do I create a new budget from that (i.e. increase the value by percentage perhaps?) to get a Forecast Budget. I hope that made sense ... and I realise this is a really basic question ... but any help would be most appreciated.
I use Reckon One at home ... but this is way different.
Many thanks in advance.
AM
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Hi @GDBNCADMIN
Just checking this off first, have you had a look at the in-software help menu? There's a fair bit of detailed info in there about budgets and in particular how to create them in from various sources.
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Hi Rav
I've been trying to find out what I need from the Help section but wasn't having any luck ... thanks for pointing me in the right direction there ... I'll have another look and see how I go.
I was sure there would be something in Help to save me ... I'm having one of those days it would seem :(
Many thanks!
AM
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If you can't find quite what you're looking for in the help menu come back and let us know here, I'm sure we can get you headed in the right direction.
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Wonderful - will do.
Thank you :)
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Wonderful - will do.
Thank you :)
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Hello again
Final question for the day, I promise!
So the best way to go about my budget forecast would be to do a P&L Prev Year Comparison Report ... work out how things are trending from there (increasing or decreasing in $$) ... and from that I can do a manual Budget looking forward which I can then compare to this financial year?
I realise that I really must sound like I know nothing ... but it's Reckon One I'm more comfortable with.
Looking forward to your thoughts.
AM
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Roger that - thanks for the continued advice - I really do appreciate it.
:)
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