You will need the Full Write Accounting permission to perform this action.
After you create a budget, enter the amount you plan for each account in each month. Amounts are entered one fund at a time.
Open the budget
Go to Accounting > Budgets in the left-hand menu and click the budget's fiscal year in the list. The budget screen lists your income and expense accounts down the left, with a Total column and a column for each month.
Click the arrow beside a group to expand or collapse it, or use Expand All and Collapse All above the table. The Details panel on the right shows the fiscal year, tag group, and totals for income, expenses, and net income.
Enter amounts for an account
In Filter by Fund, choose the fund you are budgeting. While All Funds is selected, amounts are totals across every fund and can't be changed.
Expand the group and click the account's name. The Edit Account Budget window opens.
Enter an amount for each month. The Total at the bottom adds up the months.
Click Save.
Tip: In the Edit Account Budget window, open Actions and choose Evenly distribute to spread an amount across the months, or Clear all to start over.
If the budget uses a tag group, the window also has a drop-down for that group, such as Department. See How do I budget by tag?.
To see every fund again, clear Filter by Fund.
Choose which accounts and funds appear
Edit Budget Accounts - check the income and expense accounts to include in the budget. Choosing an inactive account reactivates it.
Edit Budget Funds - check the funds the budget covers. Choosing an inactive fund reactivates it. Click show inactive values to list inactive funds.
Click Save in the panel to keep your changes.