G/L Budgets

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Posted on by Sneha Mani

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Dear members,

While creating a G/L budget the date filter takes the current year and when I change it to previous year it gets Changed but when I refresh or close and reopen the date filter changes to current year! How to make default in G/L when I create budget for previous year? Kindly help me to resolve this!

Thanks in advance,

sneha

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Dynamics 365 Business Central

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

I hope the following link can help in setting up the budget:

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-create-budgets

I hope I can help.

Regards,

Andres

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YUN ZHU 95,741 Super User 2025 Season 2 on at

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If you mean the Date Filter below, as far as I know this cannot be changed, it is automatically calculated based on Today's date.

Hope this helps.

Thanks.

ZHU

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Sagar Dangar, MCP 799 Super User 2025 Season 2 on at

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Hi,

If you change your system date to one year before instead of today than it might help

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Sohail Ahmed 11,150 Super User 2025 Season 2 on at

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Maybe this will help clarify your issue.

The G/L Budget page automatically defaults the date filter to the current fiscal year, and any manual changes (like setting it to the previous year) are not saved by default.

Here's what you can do:

To make your previous year's date filter stick, you need to save a view:

Set the date filter to the previous year (e.g., 01/01/2024..31/12/2024).

Click "Bookmark this View" or use “Save as View” (top of the page).

Give it a name like “2024 Budget View” and save it.

Now, you can access this saved view anytime with the correct filter applied by default.

Mark below checkbox to make this answer Verified if it helps you.

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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I hope below can help you

https://www.fenwick.com.au/solutions/advanced-general-ledger/docs/setting-default-filters-and-options-for-g-l-budgets/?utm

Thanks

Ramesh

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello,

In Business Central, the G/L Budget date filter defaults to the current year because it uses the system’s Work Date or fiscal year setup as the basis for the filter. When you change the date filter to a previous year manually, it resets to the current year upon refreshing or reopening because the system does not save the filter permanently.

To make the previous year the default when creating or editing a G/L budget, you can change the Work Date to a date within that previous year before opening the budget page—this causes the system to use that year as the default filter.

Alternatively, you can save a personalized view with the previous year’s date filter applied and select this view each time you work with budgets to retain the filter settings. Combining these approaches ensures the previous year stays as the default filter when working with G/L budgets.

Hope this answer will resolve your query!

Regards,
Mansi Soni

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Khushbu Rajvi. 20,643 Super User 2025 Season 2 on at

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If this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-create-budgets

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