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Finance | Project Operations, Human Resources, ...
Answered

Overriding Budget Entries with updated Budget Amounts

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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
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I have the same question (0)
  • Verified answer
    Giorgio Bonacorsi Profile Picture
    1,026 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
    20,111 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

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