Summary

This article explains how Pro Rata Budget calculations are achieved when using General Ledger > Budget/Actual TAB > Pro Rata
 

Methods

Pro Rata Based on

• Equal Amount Each Month
  
  This is based on Equal Amount Each Month divided by 12
   
• Budget
  
  Sum of the chosen budget and uses the same ratio to the existing budget
  
  New Annual multiplied by Old Monthly Budget divided by old Annual Budget
   
• Actual movement
  
  This is based on the current year.
  
  New Budget multiplied by Movement for the month in current GL Year divided by total old annual movement
   
• Budget Last Year
  
  New Annual Budget multiplied by Last Years Monthly Budget divided by Total of Last Years Budget
   
• Actual Movement Last Year
  
  New Annual Budget multiplied by Movement in the month in the previous GL Year divided by Total of movement for previous GL Year