Copying Ledger Balances into Budgets/Plans

  1. Open the Copy Balances to Budgets form.
  2. Use these check boxes to select the types of account balances you want to copy:
    • Asset
    • Liability
    • Owner's Equity
    • Revenue
    • Expense
    • Analytical
    Note: The Analytical check box is available only if the Use Analytical Ledger check box is selected on the General Parameters form.
  3. In the Fiscal Year From field, the prior fiscal year is displayed by default. Optionally, select a different year from which to copy the budget/plan information.
  4. In the Fiscal Year To field, the current fiscal year is displayed by default. Optionally, select a different year to which to copy the budget/plan information.
  5. Select the type of information you want to copy to: budget or plan.
  6. In the Starting/Ending Account fields, select the range of accounts for the budget/plan information you want to copy, or leave both fields blank to copy the information of all accounts for the selected account types.
  7. In the Starting/Ending Unit 1-4 fields, select the range of reporting units you want to include in the activity.
  8. Click Process.
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