OneWay Planner - FY2027 BUDGET DEADLINE IS AUGUST 7TH.

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My budget rows

Only departments authorized for your Microsoft account are returned by the server.

Guided budget builder

Build the detail, roll up the budget.

First confirm the correct planning year. The way to budget in this system is by project. First think of the project you are budgeting for, and then select the account for the expense type. Add each expense within this account line by line, using the "Add Another Expense to this Account" button to add additional lines. BE DESCRIPTIVE!! Enter things like vendor name, type of work, plan details. Your comments will be saved in the system and be available to you always.

Vendor/detail lines - Examples for budgeting in GAAP! Please remember to budget expenses based on when the work is performed, not when the expense is paid. Example 1: if you are working with consultant Sally next year during February and March, but paying her $10K in May - that should be entered as $5K each in February and March. Example 2: if you are working with consultant Eduardo in November 2027, December 2027, and January 2028 and paying him $15K upfront in November, it should be budgeted as $5K across each of the 3 months.

Add multiple lines when several vendors or explanations belong to the same account.