How do I enter budget amounts?
Budgets
Use Enter Budget Amounts to record budget entries for a GL account for a single period or multiple periods. The budget entries will be tied to a budget for a fiscal or calendar year. Usually, cities enter budget amounts once a year.
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Learn how Enter Budget Amounts was split into Enter Budget Amounts and Enter Budget Worksheet Amounts. Watch a video (3m15s)
Entering budget amounts
1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.
2. Set up the options.
Enter budget amount options
How do I switch to worksheet mode? To use a worksheet to enter budget amounts, use Enter Budget Worksheet Amounts. See How do I enter budget worksheet amounts?
3. Enter the budget entry.
The options that you select (Period, Mode, and Allocation) will change the boxes that display on the Enter Budget Amounts view.
Budget entry boxes
How do I change my default entry options? You can change the report definition, copying fields to the next entry, selecting the default entry mode, using Split mode, using and using Whole Dollar mode. To change the default entry options, see How do I change my default options? (Enter Budget Amounts)
4. Click Save (CTRL+S).
The budget entry is saved.
202005, 2020Apr06
Options
Year-ending
Select the budget year end.
Year-ending box
Journal
Select a journal to enter budget amounts.
Journal box
Budget level
Select the budget level to post budget items.
Budget level box
How do I add a budget level to the list? Use Budget Levels in Organization. See How do I add a budget level?
Period
Set up the periods to include on the Enter Budget Amounts view. You can enter amounts for a single period or you can enter amounts for multiple periods.
Single period
To enter budget amounts in a single period, use the Period box to select the GL period.
How do I switch to single period from multiple periods? If you're using multiple periods, click the Multiple Periods link and select a single period and then click OK. Now, the enter budget amounts view is set up to enter a single period.
Period list
Multiple periods
To enter budget amounts for multiple periods, click the Multiple Periods link.
Multiple periods link
The Multiple Periods window shows the periods that can be selected. Clicking the checkbox next a period will select it, or you can use the Select list to choose All Periods, Quarterly Beginning Periods, or Quarterly Ending Periods.
Multiple periods window
When you click OK, the budget entry view will display boxes fer each period in the budget year. Only the periods that you have selected will allow you to enter a budget amount.
Period boxes set up for periods 10, 11, and 12
Mode
You can use Normal mode or Year-to-Date mode to enter amounts. The mode determines how amounts will calculate.
Mode box
Use Normal mode to enter the "net charge". Connect will enter the adjustment amount. To view an example, click here.
Transaction Entry = Adjustment Amount
Use Year-to-Date mode to enter the budgeted amount. Connect will calculate the difference between the current year-to-date balance and the budgeted amount. To view an example, click here.
Transaction Entry = Current YTD Balance - Budgeted Amount
Sign
Choose which sign to assign to amounts.
Sign box
Use Normal to use the sign that is normally associated with the GL account.
Use Reverse to use the opposite sign from the sign that is normally associated with the GL account.
Use Automatic to look at the sign that is normally associated with the GL account and then use the appropriate sign to create a debit transaction or credit transaction. For example, Jane wants to enter all budget amounts as positive amounts. She selects Automatic as the Sign. When she enters a budget amount, Connect looks at the sign on the GL account. If GL account has a normal balance of credit, Connect changes the sign on the amount to show credit. On the other hand, if the GL account has a normal balance of debit, Connect will change the sign on the budget amount to debit.
Allocation
The Allocation box is only available when you're entering amounts for multiple periods. To learn more, see How do allocations work? (Enter Budget Amounts)
Why can't I select an allocation? The Allocation box is only available when the budget entry view is set up to enter multiple periods.
Allocation box
Duplicating amounts
Use Duplicate to copy the budget amount and paste it as the budget amount for each of the selected periods. To learn more, click here.
Entering manual amounts
Use Manual to allow a user to enter budget amounts for each of the selected periods. To learn more, click here.
Splitting amounts
Use Split to enter a budget amount that Connect will divide between the selected periods and round to the nearest whole dollar. If the budget amount does not divide evenly, the last period will receive the remaining amount. To learn more, click here.
Date
This is a required field. Enter the transaction date.
Date box
Reference
This is the reference number that's assigned to the budget amounts.
In New mode, the Reference box displays the next available reference number. In Edit mode, use the Reference box to enter the reference number that you want to look up.
Reference box
Description
Use the Description box to enter a transaction description (up to 60 characters). Press the (+) key on the keyboard to use the description from the previous entry on the current entry.
Description box
Activity
If you're using activity codes, enter a GL activity code. Press the (+) key on the keyboard to use the activity code from the previous entry on the current entry. To set up an activity code, see How do I set up a new activity?
Activity box
Account
Enter the GL account that you'll be using to enter budget amounts. Press the (+) key on the keyboard to use the account from the previous entry on the current entry.
Account box
Amount
Use the Amount box to enter the budget amount.
Amount box
Comments
Use the Comments box to enter a comment. The comment is linked to the budget transaction.
Comments box
Clicking the Comment History 
button will show the comments that have been linked to previous journal transactions. Selecting a comment from the list will copy the comment to the current journal transaction.
Comment History button
Attachments
Add files to the budget entry. You can add .pdf, .docx, .xlxs, .bmp, .gif,. .jpg, and .png.
To add an attachment, click Add a New Attachment 
. If you're using Connect Document Management, you can upload the attachment to Document Management.
Attachments
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