How to remove an account from a Budget Projection

Instructions on how to delete an account from a Budget Projection.

• Budgeting
• General Ledger
• Next Year Budget Entry
• Central Budget Entry

To delete an account from your Budget Projection:

Financials>Budget Processing>Next Year Budget Entry

1. Enter your Budget Projection in the 'Projection number' field
2. Click Accept
3. Enter 'Account Find Criteria' in order to bring up account
4. Click Accept
5. Highlight the account that you would like to delete
6. Click Account Info in the ribbon
7. Click Delete

If the account should no longer pull into Budget projections make sure the Budgetary flag in Account master is not checked

MUNIS > Financials > General Ledger Menu > Set up chart of accounts > Account Master

1. Click Search
2. Type in the Org, Object, Project or Segments
3. Click Accept
4. Click Update
5. Uncheck Budgetary option
6. Click Accept