11/20/24, 5:24 PM

Budget Bytes – Add new GL to your chart of accounts

A new expense or income line needs its own GL before you can budget it. Robert shows how to add a GL to the chart of accounts inside a budget or reforecast. For a larger portfolio, he suggests changing the COA template instead.

Find more short how-to videos on the Budget Bytes page.

Budget Bytes, GL Accounts, COA Template, Using Portal, Chart of Accounts

Budget Bytes title card: “Budget input shortcut,” with Robert from Kardin.

Typing the same figure into twelve months is a slow way to fill a budget row. Robert shows the...

Budget Bytes title card: “Lock your chart of accounts,” with Robert from Kardin.

Once a chart of accounts is set, a stray edit can throw off every report that depends on it. Robert...

Budget Bytes title card: “Compare budget to historical data,” with Robert from Kardin.

A budget number is easier to defend when you can see what the account did in past years. Robert...

Budget Bytes – Add new GL to your chart of accounts

A new expense or income line needs its own GL before you can budget it. Robert shows how to add a GL to the chart of accounts inside a budget or reforecast. For a larger portfolio, he suggests changing the COA template instead.

Related posts

Budget Bytes – Budget input shortcut

Budget Bytes – How to lock your chart of accounts

Budget Bytes – Compare budget input to historical data