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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Multiple Budgets D365 ...
Finance | Project Operations, Human Resources, ...
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Multiple Budgets D365 F&O

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Posted on by DG365 5

Hello, 

I have a client that would like to be able to track actuals vs two different budgets.

Here is the scenario:

The client has created/upload a budget register entry at the beginning of the year as the original budget for 2021. 

They would now like to upload an additional budget for the remaining months, so that actuals will be compared with the original budget and the new budget. 

Has anyone come across this scenario and if so, how was it accomplished?

Thank you

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,724 Super User 2026 Season 1 on at

    Hi DG365,

    You can work with different budget models in Dynamics 365. In this way, you can distinct different budgets for analysis and reporting. docs.microsoft.com/.../basic-budgeting-overview-configuration

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DG365,

    As Andre mentioned, you can simply upload your additional budget with a different budget model and then compare actuals against your original and additional budget numbers.

    There no special setup needed apart from using a different model to differentiate the original from the additional budget amounts.

    Best regards,

    Ludwig

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