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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:
    1. First control budget:
      • Source Budget = Control Budget
      • Linked to the second control budget

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