web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Overriding Budget Entries with updated Budget Amounts

(4) ShareShare
ReportReport
Posted on by 29
Is there a way to update your current budget by overriding the amounts without doing it manually with Budget Register Entries? I feel like this is a fairly simple item, but I haven't been able to find specifics on it.
 
A simple example of what I am trying to do is if I have a line item in my Budget Register Entries hitting an expense account for $100,000 in June 2026. Based on updated information, I need to change that amount to $150,000. Then, the end goal or question is that I would need to make that same type of update on a much larger scale.
 
Currently, the only way I have been able to make larger scale updates using Data Management Imports is, using my above example, is to have a line item for that same expense account and month, but enter $50,000 ($100,000 + $50,000 = $150,000). I feel like that has to be an easier way.
 
Thanks in advance!
 
 
Benjamin Cleaver
Corporate Controller
Categories:
I have the same question (0)
  • Verified answer
    Giorgio Bonacorsi Profile Picture
    1,413 on at

    Hello,

     

    Yes, once the entry is posted, you can adjust your budget with a new entry, but you should insert the delta. Thus, as you mentioned in your example: If you have 100,000, you have to insert a new entry of 50,000 to raise the threshold.

     

    Thank you,
    Giorgio

  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,430 Most Valuable Professional on at
    You can use the same budget and post delta value to make the budget higher. You can set not as a original but a revised budget type to control

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 577 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 309

#3
Diego Mancassola Profile Picture

Diego Mancassola 259

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans