How to Control Budgets at Parent Level While Loading Budgets to Child Accounts
Hello,
I have a requirement to control budgets at the parent account level while loading budgets to child accounts.
Consider this example:
- Parent Account: 5000
- Child Accounts: 5001, 5002
We will load budgets to the child accounts, but the control level should be at the parent. For example:
- 5001 → Budget: 300
- 5002 → Budget: 400
Total Roll-up at Parent (5000): 700
Now, if we create a transaction using 5001 for 400, it should pass (since total roll-up is 700) and subtract from the parent roll-up amount. Once the total transaction amount exceeds 700, it should throw an error.
What I Tried:
- Created two control budgets:
- First control budget:
- Source Budget = Control Budget
- Linked to the second control budget
- First control budget:
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