The Budget Planner is an “all year” tool for designing the proposed budget based on a comparison of the current budget and the YTD.

• Interfaces with Fund Accounting
• Tracks Current and Proposed Budget
• Allows for multiple year projections
• Adds accounts for the next year’s budget
• Enter or change amounts by percent or flat amount
• Manage accounts grouped by account structure
• Add reminder notes to any account
• Print budget worksheet
• Design and save custom reports
• Export reports to Excel®

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