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The budget tab of the farms section contains the farm’s budget for each budget year.  You can change the budget year either by typing the year into the year spinner on the toolbar, or by using the up and down arrows.

 

To add a budget row to the current farm, simply click the add button on the toolbar.  This will pop up a GL account selector form that contains all GL accounts available for the current farm.  A GL account must be tied to the farm’s chart of accounts on the accounts tab in order for you to create a budget for that GL account.  Once you select the desired GL account(s) you would like to add to the budget click the OK button.  You will then see those accounts added to your budget grid.  You’ll then enter the monthly budget numbers directly into the grid for each month.  As you enter the monthly budget amounts, the total amount automatically updates.

 

To delete a GL account from your budget, simply select the desired row and click the delete button.  You can select multiple rows at a time by using the shift or control keys on your keyboard.  Once you click the delete button, you will receive a confirmation dialog asking you to confirm you would like to delete the selected rows.

 

AgWare also gives you an “easy button” for creating new budgets: Generate New Budget.  When you click the generate new budget button, you will see a pop up appear that contains various options.  The first step to generate a new budget is to choose the year you would like to create the new budget for using the budget year drop down.  AgWare allows you to create a budget for the current year, next year, or the year after next.  Next, you’ll choose the copy year using the copy year drop down.  Then, you’ll choose which numbers you would like to copy – the actual numbers or the budget numbers –  from the selected copy year.  If you choose to copy the actual numbers, you’ll need to make sure to choose a copy year within the selected farm’s fiscal period.  Similarly, if you choose to copy the budget numbers and there aren’t any budget numbers for the selected copy year, you will see an error.  Next, you’ll enter the budget multiplier into the budget multiplier field, if desired.  By default, the budget multiplier is zero.  If you enter a positive number, the program will increase the copied numbers by the percentage entered; however, if a negative number is entered for the budget multiplier the program will decrease the copied numbers by the percentage entered.  Once you’ve completed the options, you’ll click the generate button.  The pop up will then close, and you should see your newly created budget in the budget grid.

Once you have your budget created, you can then click the view report button on the toolbar to view the budget system reports, or any custom budget reports you have created.

You can also create budgets under Yearly Tasks, Generate New Budget.

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