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How do you enter your operating budget in FIMS?
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The operating budget can be entered into FIMS in a number of different ways.
Answer:
There are several ways to enter in budgets from the General Ledger.
You can access the three methods:
For the third option you navigate to the account needing a budget, click the account tab and enter the budget. Make sure you are in the correct year.
If you are pro-actively entering your budget for the following year, you will need to run the File Maintenance\End of Year Closing process at least once to create the accounts for the year. You should not click any boxes at this time to advance the year.
You can access the three methods:
- File Maintenance\Enter GL Budgets - best if you have a single fund and wish FMS to spread the amounts across the various months
- File Maintenance\G/L Budget Import - best if you have your budget in a spreadsheet and don't wish to retype the values
- Accounts Super tab\Account tab - best if you need to modify an existing budget entry or enter a few values
For the third option you navigate to the account needing a budget, click the account tab and enter the budget. Make sure you are in the correct year.
If you are pro-actively entering your budget for the following year, you will need to run the File Maintenance\End of Year Closing process at least once to create the accounts for the year. You should not click any boxes at this time to advance the year.
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