Edit budget values for a ledger account
Description

Edit budget values for individual ledger accounts when you need to make targeted changes to your budget.

This method is useful for updating specific accounts without affecting other budget values.

Cause
Resolution
  1. Go to Settings, then Business settings.
  2. Next to Financial Settings select Financial budgets.
  3. From the Select the budget period to view, select the correct period.
  4. Locate the relevant ledger account and select Edit.
  5. Enter or adjust the Budget value as required.

    NOTE:

    You can enter positive or negative values in the Budget value field.

  6. Select Save.
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