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  13. Update a budget using...

Update a budget using an existing budget

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To create a new budget by copying an existing one, do as follows:

  1. Select the Create budget from budget menu item.
  2. You access the main panel. Enter the following information:

    3. Create

    Budget
    Enter the budget number you want to create. Note: The budget number must be created in Work with budget numbers before entered here.
    Year
    Enter the year you want to create this budget in to.
    Balance alias
    Enter the balance type alias you want to create. Tip: If you do not enter a balance type alias, then all selected balance types will be copied to the same balance type. Otherwise, all selected balance types will be copied to the one defined.
    Reset whole budget
    Set to YES if you want to clear the entire budget. See section Action to take if already exists for further details.

    Create from

    Budget
    Enter the budget number from which you are copying to create the new budget.
    Year
    Enter the year of the budget from which you are copying to create the new budget.

    Using

    Mult factor
    Enter a multiplication factor if you want the new budget to be based on a multiplication factor.
    Budget curve
    Enter a budget curve if you want the new budget to be based on a budget curve.

    Action to take if already exists

    These fields are only relevant if Reset whole budget was set to NO. During budget copy, budget values may already exist for a specific key combination. If this occurs, then there are three different ways of handling that situation. Only one of the fields may be set to YES:

    Ignore
    Indicate if you want to keep the old values.
    Replace
    Set to YES to replace the old values. Note: If Reset whole budget is set to YES, then disregard this field.
    Cumulate
    Set to YES to add the old values to the new ones.

    Click OK to update the budget.

  3. You access Create budget from budget. Select which balance type(s) of the existing budget should be used in the creation of the new budget. Click OK.
  4. You access Select key values, Create from budget – selection. Select which part of the existing budget should be used in the creation of the new budget. Click OK. Exit the routine.

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