Create or Edit the Budget Template

When setting a budget, you should use a budget template to speed up calculating your budgets.  Each business has the set percentages they want to run each account at, this template allows you to set percentage amounts to each account to apply to a sales amount to automatically calculate the budget

To create the Budget Template.

1.     Click Budget Worksheet  from the Main Menu Toolbar.

2.  Choose Edit Template  from the Budget Worksheet Toolbar.

3.     Set your Percentage Amounts of Gross Sales for each account.  You will be able to edit amounts once applied.

4.     Check the Apply to Current worksheet box to have the percentages applied to the sheet displayed.  This template will be applied on any new budgets that are created.

5.     Click Save .

Note: The budget worksheet will load on a new budget and calculate all amounts based on the percentages in the template.