Select this radio button to add more accounts to your budget.

Use the Start and End fields to enter the range of accounts you want to add. If the range includes accounts that are already in the budget, they won’t be added a second time.

This field will only show if you use account segments. Use the drop-down to select which account segment you want to filter.

This field will only show if you use account segments. Use the Start and End fields to enter the range of account segments you want to add.

Select this radio button if you want to add another year to your budget. You can only add one year in the future at a time.

Click this button to move to the next wizard window.

From the drop-down, choose the source of the initial values for the budget rows. The options depend on the data that is available and can include: Set budgets to zero, Previous year actuals, or Previous year budgets. Actuals will only be available if you’re adding accounts to the current budget or adding the current year to an almost-historical budget. Any accounts with no history will be set to zero.

If you want to adjust all the amounts that will be added up or down by a percentage, enter the percent here. You can enter -100 to 1000.

Click this button to add the accounts or year to the budget.