Quick question I'm hoping someone with more experience can weigh in on. I'm looking at setting up not only P&L items but also Balance sheet items in my budget. However, for Amount Type I can only see "Revenue" & "Expense".
Does anyone know of a way to add "Asset", "Liability" & "Equity" as an amount type (similar to how the accounts themselves are set up in Asset/Liability/Equity/Revenue/Expense categories, or is it locked to only being Revenue/Expenses?
It limited to "Revenue" and "Expense", aligning with "Profit & Loss (P&L)" accounts. This is by design, as budgeting in D365 is primarily meant to support "operational and financial planning" over the fiscal year, typically focused on income and expenses.
Balance sheet items like "Assets, Liabilities, and Equity" are not supported for budgeting directly via the standard Amount Type field.
However, if you need to plan for cash flow or capital expenditures (e.g., fixed asset acquisition), you can still use budget codes and categories with appropriate account structures, but the amount type will still remain as either Revenue or Expense. I think system can't allow you to add a new amount types.
Thanks.
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