Watch a VIDEO about creating a budget. Create a budget model (minute 1.20-2.25). Enter your budget manually (minute 2:25-8:00) with description of the 'Repetition' field (3:05), using the 'Show Simulated Numbers' button (6:10) and the 'Adjustment' field (6:45). Use multiple budgets and save corrections (minute 8:00-11.45) with description of 'Sub-budget' field (9:00), 'Include sub-models' button (10:00). Paste your budget from Excel (minute 11:45-22:40) by copying your chart of accounts (13:00-17:00) or copy/paste from excel (minute 17:00-22:40). The rest of the video is about balances and balances with budget figures. Read more here.
A budget can be entered in Uniconta and compared with realized figures.
Budgets are created under Finance/Budget.
To create a new budget, tap [Add Budget Model].
Name and periods are entered.
Or copy from an existing budget using the 'Copy budget and lines' button.
Here you enter the name and the number of months to be copied. The copied budget can also be changed with a general percentage.
Copy budget and lines
Note: If you want the dates corrected to new dates in a copied budget, select 12 in the "Number of months" field for an annual budget, 12 months. If you use quarterly budgets and want dates to continue from the copied budget, 3 months, select 3 in the "Number of months" field. If you do this, the copied budget will start with the next month's dates.
The budget is now created.
Collection of budgets
If the budget needs to be changed compared to the original budget, a sub-budget can be created that is "stapled" to the original budget.
Alternatively, multiple budgets can be "linked" to the original one via the "Include sub-models" button.
This allows each change area to be added when needed.
Enter Budget lines
To enter budget lines. Select [Budget Poster].
A line is entered.
From Date, To Date and Account are selected. A comment, if any, is written. The amount is entered. Select whether Amount should be repeated automatically for a period of time.
By pressing [Show simulated numbers] you can see the result of the lines.
In the Adjustment field, a possible increase per month can be entered. Here 5% per month.
Multiple lines can be added per account per selected period. For example, two lines in the same period on the same account.
Adjustment.
"Adjustment" can be made to existing records. Adjustment only works in connection with "repetition":
For example, if you want to create a budget per quarter with an increase of 1% per quarter.
Then set "repetition" to "quarter", and write "1" in regulation.
Then press "simulation" in the menu to see the result
Budgets can also be entered as single items per month by entering a shorter 'to date'. If the budgets are to be used in the Dashboard or transferred to Excel via OData, this method must be used.
Budgets and input form can be combined.
Here is entered in two accounts in different forms:
The result of the above can be printed via the balance generator.
Here is a balance sheet (under Finance/Reports/Balance Sheet) that shows the budgets in column form for the first 3 months of 2018. Remember to select 'Budget' as the value in the column setups.
And here the disturbed balance is shown.
Put together budgets
It is possible to combine multiple budgets into one by using "Submodels".
Add the budgets to be included in the budget printout under balances.
Then add the Budget model under balances.
And "Disrupt" the balance.
The budget column now contains the figures for the total budget.
Attach document / Memo
It is possible to attach documents and notes to created budgets.
To create a new budget, tap [Add Budget Model].
Name and periods are entered.
Or copy from an existing budget using the 'Copy budget and lines' button.
Here you enter the name and the number of months to be copied. The copied budget can also be changed with a general percentage.
Copy budget and lines
Note: If you want the dates corrected to new dates in a copied budget, select 12 in the "Number of months" field for an annual budget, 12 months. If you use quarterly budgets and want dates to continue from the copied budget, 3 months, select 3 in the "Number of months" field. If you do this, the copied budget will start with the next month's dates.
The budget is now created.
Collection of budgets
If the budget needs to be changed compared to the original budget, a sub-budget can be created that is "stapled" to the original budget.
Alternatively, multiple budgets can be "linked" to the original one via the "Include sub-models" button.
This allows each change area to be added when needed.
Enter Budget lines
To enter budget lines. Select [Budget Poster].
A line is entered.
From Date, To Date and Account are selected. A comment, if any, is written. The amount is entered. Select whether Amount should be repeated automatically for a period of time.
By pressing [Show simulated numbers] you can see the result of the lines.
In the Adjustment field, a possible increase per month can be entered. Here 5% per month.
Multiple lines can be added per account per selected period. For example, two lines in the same period on the same account.
Adjustment.
"Adjustment" can be made to existing records. Adjustment only works in connection with "repetition":
For example, if you want to create a budget per quarter with an increase of 1% per quarter.
Then set "repetition" to "quarter", and write "1" in regulation.
Then press "simulation" in the menu to see the result
Budgets can also be entered as single items per month by entering a shorter 'to date'. If the budgets are to be used in the Dashboard or transferred to Excel via OData, this method must be used.
Budgets and input form can be combined.
Here is entered in two accounts in different forms:
The result of the above can be printed via the balance generator.
Here is a balance sheet (under Finance/Reports/Balance Sheet) that shows the budgets in column form for the first 3 months of 2018. Remember to select 'Budget' as the value in the column setups.
And here the disturbed balance is shown.
Put together budgets
It is possible to combine multiple budgets into one by using "Submodels".
Add the budgets to be included in the budget printout under balances.
Then add the Budget model under balances.
And "Disrupt" the balance.
The budget column now contains the figures for the total budget.
Attach document / Memo
It is possible to attach documents and notes to created budgets.