Consolidated Budgets

1. Navigate to Accounting and click Budgets on the navigation bar.
2. Click Consolidate.
   
   
3. Enter a Fiscal Year, select the budgets to consolidate, and then click Consolidate.
   • You may consolidate any amount of budgets defined for the fiscal year.
     
      
     
     
     
4. Enter a Name for the new consolidated budget.
   
   
5. Verify the necessary account budget information in the area below the name.
   • If any changes need to be made, return to one of the budgets being consolidated and make the applicable changes.
     
     
   • At the bottom of the consolidated budget area, there is a Close button available to cancel the consolidation process for a new consolidated budget, or to exit an existing consolidated budget.
     
     
6. Click Save to finish consolidating the budgets that have been selected.
   
   

Consolidated budgets will appear below the budgets on the Budgets page. They may be edited and managed within that section. 

1. Navigate to Accounting and click Budgets on the navigation bar. 
2. Locate the consolidated budget and click the pencil icon.
   
   
3. Make any changes to the name or the budgets being consolidated, and then click Edit.
   
   
   • Navigate to the corresponding individual budget to make any edits to the account budget information.
   • Remove that budget from a consolidated budget prior to deleting an individual budget.

1. Navigate to Accounting and click Budgets on the navigation bar.
2. Locate the consolidated budget and click the trash can icon.
   
   
3. Click Yes in the Delete Consolidated Budget pop-up.