Allday Consulting's Peachtree and QuickBooks Support Boards

I am trying to set up a budget for 2009 for my expense accounts. I have over 200 expense accounts and need some way of grouping them in the budget. For example, I need a budget category for HR expenses, this account will contain the general ledger accounts of 401K, Employee Relocation, and Recruitment. How do I go about grouping these accounts in the budget so their balances will all flow into the budget category of "HR Expenses"? My point being that I don't want to put a budget amount to each invidual expense account but instead would like to group them to a more manageable size list.

You can use Segments (either actual Account Segments, or use Wildcards to set up a filter on the fly) to show only certain accounts when creating a budget -- but I believe you're talking about something more like the "Rollup" feature which is available in the Financial Statement Designer.

I don't think you can do that on the budget screen, but it should certainly be possible by using something like Pivot Tables or other data grouping/filtering methods after exporting the data to Excel.