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How to enter a budget per project with accounts?

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  1. Enable the budget feature within Projects module:
    1. Click Setup, Settings, Projects (Job Site), Budget.
    2. Verify Budget Projects (or Budget Job Site) is checked.
    3. Set the Budget period frequency.
    4. Click OK.
  2. Open the project record.
  3. Click on the Budget tab.
  4. Click the Details... button. Note: this button is only available in Sage 50 Premium and Quantum versions.
  5. For each tab, click on the first available empty line under the Accounts column.
  6. Enter the desired account number to add (must be a revenue or expense account).
  7. Enter the budget for the account on the columns on its right side.
  8. Repeat if you need to add more accounts.
  9. Click OK.
  10. Click Save and Close.
  11. Repeat for the next project.