The Rollover Budget feature allows you to roll the current year Adopted or Current budget numbers to the new year without having to export them to Excel.
Account mappings are respected between the old and new years.
Budget figures for all funds that exist in the new year are rolled at the same time. You don't have to perform the process for each fund.
Fund Balance/Retained Earning budget items are not rolled. When the budget is adopted, these items are automatically calculated.
The Rollover Budget command is also available on the Rollover Dashboard.
Select Budget Management from the Budget menu, and that window.
Click Rollover Budget, and that window opens.
Select either Current Budget or Adopted Budget from the Rollover Budget Type drop-down list. Note: Rolling over the budget will roll balances from all funds that exist in the new fiscal year, and not just the fund shown here.
Click Rollover. The Result window opens when the process is complete listing the accounts that did and didn't rollover.
Optional. Export the results to Excel or a PDF to enable you to review accounts that weren't rolled to the next year.
Click Close when you're finished with the Result window.
Select the next fiscal year from the Cycle list, and review the proposed budget for each fund.
Return to Budget Management Overview
Return to Fiscal Year End Rollover Checklist
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