Create budgets in Dynamics 365 Business Central

  • Module
  • 6 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Business Central

Do you want to know how to create financial budgets in Business Central? If so, then this module 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.

Learning objectives

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

  • Create a new general ledger budget.
  • Enter budget entries manually.
  • Create budgets by using the Copy Budget function.
  • Export budgets to Excel.
  • Import budgets from Excel.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of the chart of accounts.