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

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Overriding Budget Entries with updated Budget Amounts

(0) ShareShare
ReportReport
Posted on by 18
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)

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans