---
title: "Budget Parameters"
slug: "budget-parameters"
description: "All R365 budget configuration parameters: year, locations, Budget By, calendar type, account type, name, Reporting Budget, and Start With."
updated: 2026-09-30T18:24:29Z
published: 2026-09-30T18:24:29Z
canonical: "docs.restaurant365.com/budget-parameters"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Budget Parameters

This article describes Budget Parameters in the Advanced Budgeting feature of Restaurant365.

[Budgets](/doc/docs/budgets) can be created and saved with the following parameters:

- Current and future years
- Single location or multiple locations
- By period or by week
- Using the fiscal or operational calendar
- For use in the [Balance Sheet](/doc/docs/balance-sheet) and [Profit and Loss](/doc/docs/profit-and-loss) statement

---

## Budget Parameters

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WK4SIVFE.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A40Z&se=2026-11-10T17%3A57%3A40Z&sr=c&sp=r&sig=MY%2FJaNdf3GRMfMPk5bN3s3HAx2YDKvd4z62XGaYjGHE%3D)

| Field | Description |
| --- | --- |
| Year | Year to which the budget applies. |
| Locations | One or more locations to which the budget applies. If the selected locations belong to different legal entities, the budget uses periods or weeks from the legal entity of the location that was selected first. |
| Budget By | Determines whether the budget is set by period or by week. |
| Calendar Type | Determines whether the budget uses the operational calendar or the fiscal calendar. The budget can only be used to run the [Profit and Loss](/doc/docs/profit-and-loss) statement if the budget uses the same calendar type as the report. |
| Account Type | Determines which accounts are used for the budget. |
| Name | Name of the budget. The budget name is autofilled upon create. It uses the **Year** and **Locations** and updates as selections are made. This field follows the following naming convention: - For a single location: **[Year] - [Location]**, ex. **2026 - Main Street Location** - For multiple locations: **[Year] - Multiple Locations**, ex. **2026 - Multiple Locations** - If a **duplicate** exists for either name—single or multiple location—the system adds a number to the name, ex. **2026 - Main Street Location - 1** > [!NOTE] > This naming convention for a single location **always** uses the location's name, regardless of the **Location Lookup** setting in Admin → System Preferences → Miscellaneous. Even if Location Lookup is set to **Number first then Name**, a single-location budget still defaults to, for example, "2026 - Main Street" — not "2026 - 101 - Main Street." This field can also be manually updated, if needed. Budgets need a **unique** and descriptive name so that users can easily select or view the correct budget when working in Accounting. > [!WARNING] > A budget **cannot** be created if the name is not unique. If the name entered is not unique, an error notice appears automatically. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M587ASVQ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A40Z&se=2026-11-10T17%3A57%3A40Z&sr=c&sp=r&sig=MY%2FJaNdf3GRMfMPk5bN3s3HAx2YDKvd4z62XGaYjGHE%3D) |
| Reporting Budget | If selected, the budget becomes the default budget used in [My Reports](/doc/docs/my-reports-overview) for the selected location(s). |
| Start With | Determines whether the budget is based on: - Prior Year Actuals - Creates the budget based on actual data from the previous year. If prior year data does not exist in R365, values are set to zero. - Copy Other Budget - Creates the budget using information from the previously created budget. - Blank Budget - Creates a budget from scratch so that information can be entered manually. |