How do I add or remove accounts in a budget?

How do I add or remove accounts in a budget?

Once a budget has at least one year added, you choose which Chart of Accounts parent accounts and sub-accounts to include so you can forecast and track them for that year.

 Adding accounts

1. In the EDIT BUDGET window, click +Add Accounts.
2. In the ADD ACCOUNT(S) window, activate the checkbox next to each account you want to include.
   • To include a sub-account, select it individually.
   • Selecting a parent account does not automatically add its sub-accounts.
   • Selecting a sub-account automatically selects its parent account too.
3. To find a specific account, type all or part of its name in the Search accounts… box. Clear the search box to see the full account list again.
4. Click Add to apply your selections and return to the EDIT BUDGET window.

Note: deactivating a checkbox to remove an account from the budget does not remove that account from the overall Financials feature — it just leaves it out of this budget.

 Removing accounts already in the budget

1. In the EDIT BUDGET window's account/row list, click the checkbox next to each account row you want to remove.
2. Click Delete Rows to remove the selected rows from the budget.

This does not delete the accounts from the overall Financials feature — it only removes them from this budget.

 Saving your changes

When you're satisfied with the budget's accounts and setup, click Save Budget to return to the individual budget overview window. From there:

• Click Edit Budget (upper right) to keep editing, or
• Click Back to all budgets to return to the main BUDGETS summary window.