Overview: Best practices for rolling over a budget

 Learn more in a Community Center presentation: WorldShare Acquisitions Best Practices: Roll over your budget (Requires Community Center login)

When preparing for a new fiscal year you can roll your current budget over to preserve your budget structure and settings. Use this workflow to learn the best practices of the budget roll over process, including:

• Setting up your budget for the next fiscal period by creating a new budget structure or by copying the structure and funds of your current budget
• Resolving open transactions on your current budget
• Closing your current budget

This workflow is arranged with the following pages:

• Overview
• Step 1: Create a budget for the next fiscal period
• Step 2: (Optional) Resolve open transactions
• Step 3: Close budget
• Additional resources