---
title: "Budget configuration (GL205000)"
description: "You use this window to create a budget structure for your organisation or to view and modify the existing budget structure."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/budget-configuration-gl205000/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/llms.txt


# Budget configuration (GL205000)

Last modified February 19, 2026

> You use this window to create a budget structure for your organisation or to view and modify the existing budget structure.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The budget structure is represented by a tree that consists of budget articles. Some of the
budget articles are **leaves**, and some are **nodes**.
Each budget article that is a
**leaf** is defined by an account-subaccount pair. Each budget article that is a
**node** contains leaves, other nodes, or leaves and nodes.
The budget articles,
whether they are leaves or nodes, listed within a node, are also referred to as
**subarticles**.
For more information on budget structures, see: [Budget structure example](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/manage-budgets/budget-structure-example/index.md).

> [!NOTE]
> When you create a budget by using the [Budget (GL302010)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/budget-gl302010/index.md) window, you specify the amounts for only budget articles that are leaves. The amount for each budget article that is a node is calculated automatically as the sum of the article's subarticles.

## The Budget tree pane

In this pane, you can view or modify the budget tree that will be used for all budgets in
all branches of your organisation.
The pane displays only the budget articles that are
nodes; click any node to open the list of its subarticles in the right pane.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Button</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Delete node</td>
<td class="vismanet-table__cell">Removes the selected node from the tree.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Move left</td>
<td class="vismanet-table__cell">Moves the selected node one level up, under the enclosing node.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Move right</td>
<td class="vismanet-table__cell">Moves the selected node one level down or appends the node at the bottom of the list contained by the upper node of the same level.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Move node up</td>
<td class="vismanet-table__cell">Moves the selected node one position up the list within the same node.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Move node down</td>
<td class="vismanet-table__cell">Moves the selected node one position down the list within the same node.</td>
</tr>

</table>


## The Subarticles pane

In this pane, you can view the list of budget articles contained within the
budget article that is a node selected in the **Budget tree** pane.
The list may contain budget
articles that are nodes and budget articles that are leaves.

In this pane, you can create the list of items for the node selected in the tree as follows:

To add nodes to the list
:   For each node-type budget article, add a row, type the article name in the **Description** column and select the **Node** check box. Optionally, specify a mask for accounts and a mask for subaccounts that will define the article's subarticles. When you save your changes, the budget articles appear as same-level nodes on the budget tree.

To add leaves to the list
:   Click **Preload accounts** on the pane toolbar and, in the dialog box, specify the range of accounts and a mask for subaccounts (if subaccounts are used in your system). The system will generate all possible pairs by using only the accounts listed on the chart of accounts and all the subaccounts that are combinations of subaccount segment values. Once this list is generated, you can remove the account-subaccount pairs you don't need for budgets.

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Button</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Preload accounts</td>
<td class="vismanet-table__cell">Opens the <strong>Preload accounts</strong> dialog box, which you use to specify a range of accounts and a subaccount mask for generating possible account-subaccount pairs.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Configure security</td>
<td class="vismanet-table__cell"><p>Navigates to the <a href="/visma-net-erp/help/access-management/row-level-security/row-level-security-windows/restriction-groups-by-budget-article-gl105020/index.md">Restriction groups by budget article (GL105020)</a> window so you can review and edit the restriction groups related to budget articles.</p>
<p>This button is available only if the <strong>Row-level security</strong> check box is selected and enabled in the <a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/index.md">Enable/disable functionalities (CS100000)</a> window.</p>
</td>
</tr>

</table>


### The Preload accounts dialog box

<table class="vismanet-table">
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<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Element</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account from</td>
<td class="vismanet-table__cell">The account that starts the range of accounts selected for loading.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account to</td>
<td class="vismanet-table__cell">The account that ends the range of accounts selected for loading.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount mask</td>
<td class="vismanet-table__cell">(This field appears only if the <strong>Subaccounts</strong> functionality is activated in your system.) The subaccount mask that defines the subaccounts to be loaded. You can specify a particular segment value or just a few characters of the segment value to select the subaccounts for loading. You can use <strong>?</strong> as a wild card character.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell"><strong>OK</strong> (button)</td>
<td class="vismanet-table__cell">Closes the dialog box and generates account-subaccount pairs by selecting existing accounts from the specified range and existing subaccounts according to the specified mask.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Cancel (button)</td>
<td class="vismanet-table__cell">Closes the dialog box without loading any data.</td>
</tr>

</table>


### The table

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Column</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Node</td>
<td class="vismanet-table__cell">A check box that, indicates (if selected) that this subarticle (list item) is a node on the budget tree.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account</td>
<td class="vismanet-table__cell">The account of the budget article, if the article is a leaf article. A leaf budget article is defined by an account (or by an account-subaccount pair if the <strong>Subaccounts</strong> functionality is enabled in your system).</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount</td>
<td class="vismanet-table__cell">(This column appears only if the <strong>Subaccounts</strong> functionality is activated in your system.) The subaccount of the budget article if the article is a leaf article. A leaf budget article is defined by an account-subaccount pair.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Description</td>
<td class="vismanet-table__cell">A description of the budget article. The description is used as the budget article name on the budget tree and on other budget-related windows.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Account mask</td>
<td class="vismanet-table__cell"><p>The account mask.
The mask specified for the node will provide the default
values for the account range in the <strong>Preload accounts</strong> dialog box when you
populate this node.</p>
<p>If the mask is specified for a leaf article, then, on data loading for a new budget, amounts can be aggregated over all the account-subaccount pairs selected by this mask and the mask for subaccounts.</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Subaccount mask</td>
<td class="vismanet-table__cell"><p>The subaccount mask.
This mask, if specified for a node, provides the default
subaccount mask in the <strong>Preload accounts</strong> dialog box when you populate this
node.</p>
<p>This mask, if specified for a leaf article, on data loading for a new budget, amounts can be aggregated over all the account-subaccount pairs selected by the mask for accounts and this mask.</p>
<p>(This column appears only if the <strong>Subaccounts</strong> functionality is activated in your system.)</p>
</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Secured</td>
<td class="vismanet-table__cell">A check box that indicates (if selected) that this budget article is included in one or more restriction groups.</td>
</tr>

</table>


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/manage-budgets/overview-of-budgets/index.md">Overview of budgets</a></li><li><a href="/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-windows-overview/index.md">General ledger windows - overview</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/general-ledger-windows/budget-gl302010/index.md">Budget (GL302010)</a></li><li><a href="/visma-net-erp/help/general-ledger/general-ledger-windows/release-budgets-gl505510/index.md">Release budgets (GL505510)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/budget-configuration-gl205000/)
