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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to set up a Budget...
Microsoft Dynamics GP (Archived)

How to set up a Budget ID for a new fiscal period

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Posted on by Community Member

Hello: Can someone please tell me how to setup the budget ID for a new fiscal period.


Thank You.


Mohammed Raja

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  • Suggested answer
    Patrick Lauzière Profile Picture
    Patrick Lauzière 467 on at
    RE: How to set up a Budget ID for a new fiscal period

    Hi Mohammed,

    From the menu:

    Financial >> Cards >> Financial >> Budgets

    Click on the "New" button and select "Using Microsoft Dynamics GP".

    Then "Budget Maintenance" windows will open.

    Name the Budget, select the year, add the range of GL and you can populate the budget using the "Methods" button. 

    Do you need more info?

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