AGRIMASTER HELP NOTE. Create a New Budget from Last Year s Actuals

Transcription

1 AGRIMASTER HELP NOTE Create a New Budget from Last Year s Actuals A budget can be created from the cashbook actuals by importing the previous year s data. This will give you a guide or template to make adjustments, amendments and updates to assist in creating your first budget. Follow the instructions listed below: 1. From the Home Page click on BUDGET 2. Click on FULL BUDGET 3. Click on NEW BUDGET Copyright 2009 Agrimaster Pty Ltd All rights reserved. No part of this Help Note may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, electrostatic, magnetic tape, mechanical, photocopying, recording or otherwise, without permission in writing from the author. Page 1 of 7

2 Click on the green tick Start date of the new Budget Click on all the bank accounts that are required in the budget Grain Income Calculator sets will be listed here if they have been created 4. The message below will appear if you have any Grain Income Calculator sets (GIC s) already completed within Agrimaster. Click on the YES button if you don t want to join the GIC s to your budget, or Click on NO if you do want them attached. You will then have to select the required Grain Income Calculator sets required from the bottom right hand box of the screen shown above by clicking on the name of each GIC. 5. This creates an empty budget 2011 Mastergroup(Aust) Pty Ltd Page 2 of 7

3 Click on the import data from cashbook, Ag3 button 5. Import data from the cashbook by clicking on the import data from cashbook, Ag3 button 6. Tick the Shift Forward box on the bottom right hand side 7. Change the First month to import and the Last month to import to the 12 months prior to current required budget months. Change the first and last months to 12 month prior to the start date of the budget Click in the box to import data 12 months prior to the start date of the budget 8. The result of the importation is actuals for the same months of your new budget BUT the last 12 months this period appeared in the cashbook. You will need to update, adjust and amend these figures to tailor the budget to the new budget period. 9. Click on the ALL button to display the Full Budget Mastergroup(Aust) Pty Ltd Page 3 of 7

4 These are the actuals from the cash book for the 12 months prior to the dates written in the top of each column. NB: If you are already partly into the new budgeted year, you can import the current actuals over the old 12 month actuals. For example, in the budget displayed above, if the day of the import is 30 th December 2005, then you can import the real actuals for July 2005 to December 2005 over the top of the 2004 values. 10. To import the current actuals over the old data, click on the black cross to return to the front page of the budget. 11. Click on the Import from Cashbook, AG3 button to import the data from the cashbook, (this will be the second time you have done this) Mastergroup(Aust) Pty Ltd Page 4 of 7

5 12. Make sure the Shift Forward checkbox does not have a tick in it. 13. Select the period from the start of the budget to the current month (day of importing the Actuals) 14. Green Tick to confirm 15. The last 6 months of Actuals data will now be in greyed out rows and columns Mastergroup(Aust) Pty Ltd Page 5 of 7

6 Click on the printer button to view the full budget 16. Click on the ALL button to display the Full Budget Mastergroup(Aust) Pty Ltd Page 6 of 7

7 Data in the grey columns is Actuals from the start of the budget to the current month that was selected in part 13 above. Data in white columns is the actuals from 12 months prior to the creation of this budget. They are to be used as a guide for changing and updating. 17. Data in the white columns can be used as a guide to change, amended and update as required. NB: There will be no worksheets behind the Full Budget until you create and complete them. This is because the actuals you have imported draw from the cashbook alone. Worksheets need to be created individually and then linked to the Full Budget via the CHANGE BUDGET SETUP button on the Full Budgets menu screen Mastergroup(Aust) Pty Ltd Page 7 of 7