Setting up basic budgeting

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about setting up and maintaining basic budgeting:

About basic budgeting

About creating a budget from transaction accounts and total accounts

Define budget exchange rates

Define Budgeting parameters and number sequences

Set up Budgeting workflows

Define financial dimensions for Budgeting

Create budget models

Define budget codes

Define budget cycles

Set up budget allocation terms

Define budget transfer rules