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samantha12
Level 2

Hi. I have added new accounts to our chart of accounts. How do i add lines to our current budget to reflect these new accounts?

 
4 Comments 4
Bonny_
Moderator

Hi. I have added new accounts to our chart of accounts. How do i add lines to our current budget to reflect these new accounts?

Hi samantha12,

 

If the accounts you have added to the Chart of Accounts are either income or expense accounts, they should automatically show up in the budget if you create a new budget. Otherwise they will not show in the budget.

 

Could you confirm if your new accounts are under the Income, Other Income, Cost of Sales, Expense or Other Expense Account Type?

 

Bonny

samantha12
Level 2

Hi. I have added new accounts to our chart of accounts. How do i add lines to our current budget to reflect these new accounts?

Hi Bonny. They are expenses. They are sub accounts of another expense account though. Also the budget has already been created - i just need to edit it.
Bonny_
Moderator

Hi. I have added new accounts to our chart of accounts. How do i add lines to our current budget to reflect these new accounts?

Hi samantha12,

 

Currently there isn't a way to edit the budget accounts after creating it. However, the expense sub-accounts should also display in the budget - if you create a new budget or copy the budget, do the new accounts show there as well? 

 

Bonny

 

 

samantha12
Level 2

Hi. I have added new accounts to our chart of accounts. How do i add lines to our current budget to reflect these new accounts?

Hi Bonny I logged out and back in again and now the new accounts appear in the budget. Thanks.