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Question

Good day. I am new to SageBusinessWorks. I am having some difficulties in preparing my budget. Is there a "how to" video? 
 
 Adria

Erzsi_I · Answer

Hi adria sonson-auguste , 
 Welcome to Sage BusinessWorks! While we don't have a video tutorial available at the moment, we do have a step-by-step guide that can help you create and manage your budgets effectively. Here's a brief overview: 
 
 To enter your projected revenues and expenses, go to GL (General Ledger), then Accounts, and select Maintain Account Budgets. 
 If you need to print your budget information, you can do so by selecting GL, Accounts, and then Print Account Budgets. 
 
 For automatically calculating budgets based on previous years: 
 
 Always remember to back up your company files before making changes to your budgets. 
 Navigate to GL, Accounts, and select Calculate Account Budgets. 
 Choose the Account Type and select the fiscal year you wish to calculate budgets for. 
 You can then decide whether to use the prior or current year's actual figures or the previously entered budget figures as the basis for your calculations. 
 Specify how you wish to change the budgets - unchanged, increased, or decreased, and by what percentage or amount. 
 If necessary, you can round off the calculated budget amounts. 
 
 I hope this helps get you started! If you have any further questions or need additional assistance, feel free to reach out and or chat with support . 
 Warm Regards, Erzsi

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