We have created step-by-step instructions to help you create your multi-year budget. You can follow the instructions here or download them at the bottom of this article.
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NOTE: It is important that the Start budgeting round has been completed before you create the budget. Click here to access Start budgeting round.
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Use the Budget column in every view when creating the budget. For more information and a tutorial, you can click in every view on
In Anago, the budget is created by going through the four views below.
The Funding view automatically calculates the funding based on the number of students entered. The Staff view automatically calculates the salary costs based on the FTE, scale and the employees’ periodic. The Investment view automatically calculates the depreciation costs based on the purchase value and depreciation period. Enter the general ledger accounts for which a manual budget is created in the Other income and expenses view.
1. Funding
Click on the Funding tile and follow the steps below:
1. The final student numbers and the educational disadvantage policy (EDP) for the reference month must be checked and possibly adjusted in the Funding view to ensure the funding is correctly calculated.
2. Check the adversity scores for the reference month.
3. Fine tune the student forecasts for the future reference months.
4. You can enter comments in the Comments column.
2. Staff
Before you change the staff, ask the functional manager whether the most recent employee data have been read in from the source system.
You can change a number of things for each employee (eg changes in FTE, end date and temporary assignments) by clicking on .
1. You can create a new vacancy or task by clicking on
2. Fill in all of the fields.
3. Investments
Before you create the investment budget, ask the functional manager whether the most recent asset data have been read in from the source system. Click on the Investments tile and follow the steps below:
- Select Show assets -> All to display all of the investments.
- Click on
to add the investments for the coming years.
- NOTE: Investments that are planned for the current year must be added as new investments.
- Click on
to change the columns’ settings.
4. Other income and expenses
Click on the Other income and expenses tile and follow the steps below:
1. Only general ledger accounts that are set to Input are displayed here.
2. You can hide the empty rows. Click on the icon next to General ledger accounts and then click on Hide empty rows.
3. Use Ctrl+C and Ctrl+V to copy and paste last year’s budget.
4. Here too, you can change the columns at the top of the view.
5. Make sure the year under Comments is the budget year. If this is not the case, contact the functional manager. Comments are saved in the year that is displayed.
Good luck and have fun with this budgeting round!