Adding a Previous Years Budget

 This process cannot be done from a mobile device.

For the process of record keeping, you can add budgets from previous years. The following steps will help create a previous years budget.


Step 1

After logging in to your ManagerPlus account. Click on the "Modules" tab, then click on the  Budgets icon on the main ribbon.

   



Step 2.

Select and open the current budget you want to add a previous years budget to.




Step 3,

Click on the "Add Previous Fiscal Year" icon

   



Step 4.

Select the new "Fiscal Year" you just created in the fiscal year box.



Step 5.

Specify the budget amounts for each month in the fiscal year by clicking on the  Update icon. When finished, you will need ti click on the  Save icon.

 You cannot enter data in the "Budget Expense" and "Budget Variance" fields

   




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