General Ledger Balances Parameters

When using the GL balances, you may want to run the projections for separate parts of your budget — for example, for labor and non-labor costs, for expenditures and revenues.

You may click on a previous tab at any time to return to the previous window if you need to make changes.
You may save a set of parameters at any time while using the development tool.

Complete the selections on all tabs, and then return to Using the Budget Development Tool to complete the budget development process.

1. Result Account Code Filter:

   • Skip this step if you want to include all GL accounts.

   • Click the , and use the Account Code Expression Assistant to select the set of GL accounts you want to use. Click here for instruction on using the Account Code Expression Assistant.
     Note: Projections will be calculated and then filtered to show only the selected account codes.

2. Balance Selection: Select either Actual or Budget. Note: Selecting Actual will use the current YTD expenditures; selecting Budget will use the amounts budgeted for the current year.

3. Account Type Selection: Check or uncheck boxes to include or exclude expenditures, revenue, other financing uses, and/or other financing sources.

4. Salary Increase: Check the box(es) and enter an amount and/or a percentage. Note: If you don't check the box, the increase or decrease won't be calculated, even if you enter an amount or percentage.

   • If both the Increase Amount and the Increase Percentage boxes are checked, the Increase Percentage will be applied first, followed by the Increase Amount.

   • Both fields will accept negative values to allow for projected decreases.

Return to Using the Budget Development Tool