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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Issues entering budgets
Microsoft Dynamics GP (Archived)

Issues entering budgets

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Posted on by Titan - Home 265

I am having trouble entering budgets for Balance Sheet accounts.  I want to enter period balance amounts for each month but the system is making some calculation based on the month before and putting that on the line instead of what I have keyed.  I did find that if I enter one month at a time, tab off that month, click the Net Change button and immediately click the Period Balance button it will save my entry with our doing any calculation.  This is a VERY cumbersome way to enter a lot of data. 

 

What am I doing incorrectly?  Is there an easier way?

Dynamics GP 10 service pack 5

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,319 Super User 2025 Season 1 on at
    Re: Issues entering budgets

    The easiest way to enter a large volume of budget data in GP is to use the Excel Budget Import Wizard. (Financial>>Cards>>Budget>>Excel).  Instead of entering Period Balances, you enter Net Change amounts per month for each account into an Excel file and then import the file using the wizard.  To get the correct file format, which is important, export a blank budget using the Budget Export function and use that file, without changing the format of the file.

    Hope this helps,

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