Budget To Actual Revenue/Expense Generator Module for FUNDamentals

The Budget To Actual Revenue/Expense Generator Module for FUNDamentals generates Revenue and/or Expenditure records by allocating a budgeted (user-defined) amount using one of two methods:

Example usage of this module:

The following screen shots are provided to show you how easy this module is to setup and start using.


Setup Target Account

The first step in the setup is selecting a target revenue or expense sub account. This is the sub account where you will enter the budgeted amount as well as the destination for generated records. Next, choose the appropriate Allocation Method.

Budget To Actual - Setup Target Accounts


Enter Budget Amounts

After establishing the target account(s) in the previous step, select a target account and enter or edit the annual budgeted amount for each site or school in the list.

Budget To Actual - Enter Budget Amounts