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Sage Data Check: What To Do When The Budget Is Negative

It's not as nasty as it seems ...

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POSTED BY ALISON MEAD ON 19/08/2019 @ 8:00AM

If you are using Sage correctly, you should be running regular Sage Data Checks each time you have been in the system doing any data entry ...

If you get the 'Warning Budget is Negative' alert when you do my Sage data check then this blog post is for you!

If you get the 'Warning Budget is Negative' alert when you do my Sage data check then this blog post is for you!

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A common query from my clients who are in their second or subsequent year of using Sage is "why am I getting the 'Warning Budget is Negative' alert when I do my Sage data check?'"

As part of the year-end routine, you have the option of using your current year actual figures as budgets for your new year, and you can enter a percentage change to be applied globally to these figures at this time.

"This is not an option which can be skipped!"

If you had a negative balance in one of these accounts at the end of the year (which is a perfectly valid situation) then the budget will also become negative for the following year. This then results in the warning in the Sage Data Check.

If you do not use budgets and want to get rid of this warning, then you can go to the nominal ledger record for the relevant code and manually edit the budgets to zero.

If you'd like to find out more about data checks and budgets in Sage 50 accounts then do give me a call on 01604 420057 or click here to ping me an email and let's see how I can help you.

Until next time ...


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More about Alison Mead ...

Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.

You know what they say: if you want something done well ask a busy person!


01604 420057