How do allocations work? (Enter Budget Amounts)
Select the allocation type to use on the budget entry view. The allocation type is how the amount that you enter is allocated to the periods that are included in the budget entry view.
Why can't I select an allocation mode? This option is only available when you're entering amounts for multiple periods.
Allocation box
Duplicate amounts
Use Duplicate to copy the budget amount entered in the period that you're working on and paste it as the budget amount for the same GL account in each of the selected periods.
Amount = Period Amount
Click on the Amount column and enter an amount.
Amount = 1000.00
Entering an amount
Connect copies the amount to multiple periods.
Period 10 Amount = 1000.00
Period 11 Amount = 1000.00
Period 12 Amount = 1000.00
Copying an amount to multiple periods
Manual amounts
Use Manual to allow a user to enter budget amounts for each of the selected periods.
Amount = Period 1 + Period 2 + Period 3 + Period 4...
In Manual Amounts, the Amount box is disabled.
Amount box
Click on a period to enter the amount for the selected period.
07/20 period amount
Then, click on the next period to enter the next amount. You can enter a different amount for each period.
Period amounts for Periods 10, 11, and 12
When you're finished entering amounts for the selected periods, press Enter again. The entry form clears. The budget entries are saved and displayed in the transaction grid.
The Amount column totals the period amounts.
4500 = 1000 + 1500 + 2000
Amount column
Split amounts
Use Split to enter a budget amount that Connect will divide between the selected periods and round to the nearest whole dollar. If the budget amount does not divide evenly, the last period will receive the remaining amount.
Period Amount = Amount / Number of Periods
When you use the Amount column to enter an amount...
Amount columns
...Connect divides the amount by the number of periods on the worksheet and then enters the divided amount as the period amount.
333.33 (Period Amount) = 1000 (Amount) / 3 (Number of Periods)
Period amounts
If the amount does not divide evenly, the remaining amount is added to the last period.
333.0333 = 1000.00 (Amount) / 3 (Number of Periods)
Period 1 - 2 Amount = 333.33
Period 3 Amount = 333.34 = 333.33 + (0.003 x 3) (Number of Periods)
The entries are saved in the transactions grid. The Amount total displays at the bottom of the grid.
Transaction grid
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