Budget model

Select the budget model to which the balances will be transferred.

Quantity

Define the number of units for which balances will be transferred to the budget. The unit is selected in the next field.

Example

If you have a balance in February and choose to shift the balance by 3 months, the budget will be created in May of the same year.

Unit

Select the unit ( Days, Months, or Years) to use when shifting the date during transfer to budget.

Transaction text

Enter text for the Commentsfield that appears on the budget line.

Factor

Specify the factor by which the selected balances are to be multiplied before the new budget lines are created. The default value for the field is 1.0.

Example

If you want the budget balances to be 10 percent higher than the realized balances, enter a factor of 1.10.

Minimum

Enter the minimum amount that a realized balance must meet to be transferred to the budget.

For example, if you enter 500.00, balances below this amount are not transferred to the budget.

Round-off

Enter the unit to be used in rounding off the balances selected for transfer to the budget, for example, 10.00.

Dimension

Select this check box to transfer by dimension values.