The Budget Summary is found on the Account Detail tab  in Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, Custom Reports, and Custom Reports with Line Item Details.



The ability to display or not display a BudgetID on the Budget Summary is controlled in Manage Budgets.


  1. From the dropdown menu select the CompanyDB;
  2. Click the "Show Budgets" and the screen will populate with all the BudgetIDs associated with the selected Company DB;
  3. To display a BudgetID on the Budget Summary, check its box in the "InSummary" column.  To not display, uncheck the box;
  4. Click the "Save Budgets" button.