Create a New Budget
To start a new budget:
Either of these options will open the New Budgets Window.
Click the picture for more information.
- Select a unique name for your budget.
- Add any notes or comments you may want.
- Program
displays all available fields from the Sales Analysis Budget file. The
‘*’ indicates a field that will be accumulated.
Click on the picture for more information.

- Select
up to 6 fields from the available fields list. Add them to the selected
fields list by clicking the Add button, dragging and dropping them or
double clicking on a single field.
Click on the picture for more information. - The
order of the fields determines the sorting and summarizing levels. Use
the Up or Down buttons to change the order of the fields.
Click on the picture for more information. - Click the OK button to move to the main window.
- Click the Cancel button to cancel creating a new budget and return to the main window.
Note: Returning to the main windows does not save the budget.