Set Current Year Budget

Use the Set Current Year Budget screen to update selected budget accounts. Use this screen after closing the last month of your fiscal year but before closing the first month of the new year.

To open the Set Current Year Budget screen, click the Set current year budgets from working budgets link on the Budget Account Selection screen.

The fields on the Set Current Year Budget screen are:

Field	Description
Selected Entries	Updates the accounts that were selected using criteria at the top of the Budget Account Selection screen (e.g. accounts that start with a 5 expense accounts).
All Entries	Updates all the account entries.
Update current budgets with zero value working budgets?	If the working budget for an account equals zero, you can have the zero value overwrite the current budgets.

The buttons on the Set Current Year Budget screen are:

Button	Description
Update	Updates the selected accounts and returns to the Budget Account Selection screen.
Close	Closes the Set Current Year Budget screen and returns to the Budget Account Selection screen.

Revision: 2025.12