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

Key Features:
  • 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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