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#30969 - 02/17/12 12:46 PM Clear Budget Amounts
SherryC Offline
Adagio Enthusiast

Registered: 08/18/10
Posts: 21
Loc: Alberta, Canada
We have to update the budget from all our accounts. Is there a way to clear all the budgets from the accounts for a fiscal year?

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#30970 - 02/17/12 01:14 PM Re: Clear Budget Amounts [Re: SherryC]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3612
Loc: Toronto ON, Canada
Sherry:
You can use File | Export | Account Budgets to export the entire set of Budgets to Excel. Make certain you choose the correct fiscal year. Then, using Excel, reset all figures to zero. Next, make a quick Backup of the GL files. Finally, import the Budget using File | Import | Account Budgets. Make certain that you choose the crorect fiscal year on the "Field Defaults" tab.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#30971 - 02/17/12 01:38 PM Re: Clear Budget Amounts [Re: Bruce Gardner]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11543
Loc: Vancouver, BC Canada
Hi Sherry,

You can also clear the budgets for the most recent fiscal year by opening the Edit Budgets screen, multi-select the accounts, then click the Clear button. This also works for the Forecast amounts in Ledger.

Note that this works only for the Current fiscal year (if Next Year hasn't been created yet), or the Next fiscal year if it has been created. You cannot clear budgets for an older year.

Make sure you have a good data backup before running this.
_________________________
Regards,
Softrak Tech Support

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#30972 - 02/17/12 01:46 PM Re: Clear Budget Amounts [Re: SherryC]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Can I ask why you need to do this?
_________________________
Andrew Bates

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#30973 - 02/17/12 01:49 PM Re: Clear Budget Amounts [Re: Softrak Support]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3612
Loc: Toronto ON, Canada
I like Support's idea better than mine. smile
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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