Want to create a budget in BUSY but can't figure it out. Is there a tutorial for setting up budgets?
BUSY does offer features for setting up budgets, but the specific steps may vary depending on the version and edition of the software you are using. Since software interfaces and features can change over time, it's recommended to refer to the official BUSY documentation or seek guidance from their customer support for the most up-to-date instructions on creating budgets within the software.
Step 1 : By enabling the Budget feature you can define budgets for various expenditures and investments. You can also configure Warning alarms so that a warning message will be shown on exceeding the budget fixed for the account.
Step 2 :Enable Budget feature in Administration then Configuration then Features / Options then Accounts tab.
Step 3 : After enabling the Budget feature, define Annual and Monthly Budgets for various Expenses or Fixed Assets or Investments Account in the Budget for the Account window that appears while saving Account master. You can also define Budgets for Accounts Groups by using the Administration then Master then Account Group option.
Step 4 : View Budget Variance report to find out which expenditure item has exceeded the budget limit. To view the Budget Variance report, click Display then MIS Reports then Budget Variance.See Also
Account master, Warning Alarms,
Budget Variance report