Combine Budgets

This is my fourth post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. Today’s topic is the ability to combine budgets into a master budget. This is very useful for situations where it’s easier to manage smaller budget upload files, perhaps by department or cost centre, and after you’ve imported them into Dynamics GP, then you combine into one big budget for reporting in FRx, Management Reporter or your financial reporting tool of choice.



Version: available since Dynamics GP 2010

How To

There are two options within this feature really, combining budgets into a new budget ID, or making one of the budgets the new “master” and combining all other budgets into that one. Personally, I prefer the combine into a single new budget ID myself so it’s clean, and not altering any existing budget ID.

First, navigating to the Combine Budgets window, is not super obvious.

  • First, open the budgets window under Cards > Financial > Budgets.

  • Second, click on Open and Open with Dynamics GP to get to the Budget Maintenance Window

  • Then, click on Combine Budgets to open the Combine Budgets Window.
  • When opened, the “Master” Budget ID will be the budget that was selected in the Budget Maintenance window.
  • Either change that to another budget ID or leave it and select a budget ID to copy “from” into the master.
    • If you want to create a new Budget ID, you cannot do that in this window. You can, however, quickly create a blank budget ID in the Budget Maintenance window and save it. If you try to type in a new Budget ID in Combine Budgets, you get this message. This is pretty counter-intuitive to how the rest of Dynamics GP works, where one might expect to be prompted to create a new Budget ID on the fly.

  • I simply went to the Budget Maintenance window, typed in NEWBUDGET (my simple budget ID), and saved it. Done. I had a 2014 budget ID open, so this defaulted to 2014 as well, but that being said, obviously you would pick the same budget year for the master as the individual budgets to be joined are in.

  • Choose whether you want to delete a budget after it’s combined or not, and then click Process to complete.
  • When it’s done, you get this as a message back:

  • Continue selecting budgets in this way to combine all budgets you need to into one large budget.
  • If you attempt to combine budgets with differing fiscal period coverage dates, you get an error message:


This is useful if you have a handful of budgets to combine but not so efficient if you have dozens. I suspect in the back end, all this is doing is a giant REPLACE script on the SQL databases to update from one budget ID to another with some validation to make sure you’re combining records with the same fiscal period coverage.

(originally posted on, and migrated to this site in October 2017)

2 thoughts on “Combine Budgets

  1. Reply
    ken johnson - June 4, 2018

    hey Jen — curious if you see this same result:

    when we import a budget from excel, the amounts are overwritten in GP. for example, if you have an account with a $1000 budget amount and then import the budget again using $1500, the budget amount in GP ends up $1500.

    however, if you combine budgets (to a different budget id) and the original budget amount was $1000, and then import from excel again with the $1500, the master budget amount would be $2500. I suppose this works as intended, but I did not see any details to confirm that. We have a customer who made some budget changes and imported again, then combined again and their numbers were doubled. so she did the same thing again, delete the original budget, import again, then combine and the totals were triple. it seems the only way to fix this was to do a delete query on the Budget Summary Master to remove those line items for the accounts, then combine one last time to put the correct amounts in the master budget.

    1. Jen Kuntz - June 4, 2018

      Hmm. Interesting. I’ll do some testing and update you with what I find, give me a couple of days!

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