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Create budgets in Dynamics 365 Business Central.

Updated: Jul 6, 2022

Do you want to know how to create financial budgets in Business Central?

If yes, then this video is for you. It explains how to set up general ledger budgets in Business Central, demonstrates how to create budgets manually, and shows how to copy and import budgets from Microsoft Excel.

By the end of this video, you will be able to:

  1. Create a new general ledger budget.

  2. Enter budget entries manually.

  3. Create budgets by using the Copy Budget function.

  4. Export budgets to Excel.

  5. Import budgets from Excel.

  6. Basic Budget Reports.

Although budgeting is not a required component of Business Central, producing budgets for your company will provide valuable insights to help you better manage it. Budgets provide better insight into a company’s financial status. Because they are often used in financial reports, it’s important to have a good understanding of the budgeting features that are available in Business Central.

Hope it Helps! Cheers!



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