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Creating a Budget Journal
Updated 31 October 2026
A Budget Journal (BJ) records figures in one of your budget layers, such as Budget, Forecast or Revised Budget. Budget journals don’t affect your actual accounts; they are kept in their own layer so that you can compare actual figures against them in the Financial Reports.
Budget journals can also record non-financial figures, such as KPIs, in a layer of their own.
Create a Budget Journal
- Open Aedon.Journals, click the Budget Journals tab and click New.
- Enter the Date, the Company, a Customer Reference that describes the budget, and choose the budget layer in Layers(1). Click Save.
- In Budget Journal Transaction(2), add a line for each nominal code with the Debit or Credit amount. If necessary, add a description and analysis codes such as fund or project.
- Click the save icon above the lines, then click Post(3).
Most budgets are entered month by month, with one budget journal dated at the end of each month.
Budgeting for the P&L only
If you only budget for income and expenditure, post the balancing entry to a suspense nominal code, or set up a nominal code just for budget balancing.
To add, rename or remove budget layers, see Editing Budget Layers.
