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


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

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