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Posted by Laura on September 26, 2006, 8:41 pm
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>I am the volunteer treasurer of a small not for profit club. I am an
> engineer and not an accouttant so the last year and 9 months have been
> a real eye opener.
>
> We have not a budget before so I am preparing one. Most of it seems
> relatively straightforward to enter into peachtree, but a couple of
> things I am wondering about.
>
> 1. Since I am starting mid year it would be convenient if I could just
> tell it to pull the existing values for the first nine months and make
> those the budget numbers, then I can enter budgets for the last 3
> months. Any way to do that?
At my old corporate job we used to do this every month but called it an
Outlook.
You could export the chart of accounts (File>>import/export) to get monthly
actuals for 2006. Go to the Options tab and specify to include column
headers. Copy/paste those actuals (net amounts) into the budget field for
the first 9 months of the year. Read the help file on import/exports. All
you need to keep in the import are the account ID and the months containing
budgets.
> 2. It appears one cannot enter a budget for the year 2007 until after
> one has closed out the year. Is there some way around this problem?
PT only allows 2 years of actuals/budget open at a time. If 2007 is not open
then 2005 must still be open. Do a year end close of 2005 and 2007 will
automatically be opened for you. Make a backup of the file before you do the
year end process so that you have a file with 2005 intact in case you ever
need it again.
HTH,
Laura
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