The budget

The budget sets, account by account, the income and expenses planned for the fiscal year. It is then compared with the actual amounts in the income statement (see "The report options").

Click Budget in the toolbar. The Budget: Fiscal year 2026-2027 window lists, as a tree, the income and expense accounts of the fiscal year.

1. 1The searchby account number or name. The groups that contain an account found stay displayed.
2. 2The budgeted amountson an account, the amount entered; on a group, in grey italics, the sum of its accounts, updated with each entry.
3. 3The account chosen and its amountclick an account, then type the Budgeted amount in CHF. The Enter key, or a click elsewhere, confirms the amount. Only accounts receive an amount, not groups.
4. 4Show only budgeted accountskeeps only the accounts whose amount is not zero: handy for reading over a finished budget.
5. 5The totalsTotal Expenses, Total Revenue and Budgeted Result (income minus expenses), recalculated with each entry.
6. 6Printthe fiscal year's Budget PDF (see "Filtering, printing and exporting").
7. 7Save and CancelSave keeps the budget, closes the window and confirms with "Budget saved.". Cancel closes the window without keeping anything.

Save replaces the fiscal year's whole budget with what the window shows: an account whose amount is zero has no budget. When you open the next fiscal year with New fiscal year, the previous fiscal year's budgets are copied with zero amounts (see "Opening the next fiscal year"); at the closing, you choose what the next fiscal year receives (see "Closing a fiscal year").

Two commands of the Tools menu save you from entering everything again. They only exist for a fiscal year that follows another one: with no previous fiscal year, Copy previous budget does not appear and Carry forward budget is greyed out.

• Copy previous budget copies the previous fiscal year's budget, amounts included, after a confirmation: "Copy the budget from the previous fiscal year to the current one? The current budget will be replaced.". The Copy previous budget button at the bottom of the Budget window makes the same copy. If the previous fiscal year has no budget, GestiClub answers: "No budget found in the previous fiscal year."
• Carry forward budget opens the Carry forward budgets window. Carry forward budgets builds the budget from the actual balances of the previous fiscal year: each income or expense account that has a balance receives this balance as its budgeted amount. Adjustment % changes it (5 adds 5 %, -5 takes off 5 %) and Round to, once ticked, brings it to a multiple of 1, 10, 100 or 1'000 (10 by default); an account whose rounded amount falls to zero is not taken over. Click Carry forward: GestiClub announces the number of budgets carried forward. Delete budgets erases the whole budget of the fiscal year displayed, with the Delete button.

In both cases, the budget of the fiscal year displayed is replaced. Copy previous budget suits renewing the budget that was voted; Carry forward budget starting again from what the club really spent and collected.