Budgeting
You can let KOSMA put the numbers of a budget back in order or type your own, and you know what renumbering changes.
KOSMA numbers every category, group, account and markup when you create it. You can let KOSMA reorder these numbers or type your own. Both need a budget you can edit.
| Item | Number | | -------- | --------- | | Category | `1.` | | Group | `1.01` | | Account | `10101` | | Markup | `10.1.01` |
Each number builds on its parent: the first group in category `1.` is `1.01`, and the first account in it is `10101`. Subaccounts have no number. Inserting, moving or deleting an item later changes no other number. A new item takes the next free number, so the numbers no longer follow row order. Numbers from an imported spreadsheet usually break this scheme too.
In the **Edit** menu, choose **Renumber Budget Items**. KOSMA asks you to confirm:
This rewrites the number of every category, group, and account in this budget to match their current order. It can't be undone in a single step. Continue?
KOSMA also overwrites numbers you typed yourself. To get the old numbers back, you might have to choose **Undo** in the **Edit** menu up to four times.
Click **Ok**. KOSMA renumbers every item whose number no longer matches its row. Markups are renumbered too, even though the message does not mention them. The second group in category `1.`, for example, becomes `1.02` again.
In the budget grid, type the new number into the **No.** cell of an account or group. An account number can contain any characters, such as an accounting code. Each account number can appear only once in the budget, otherwise KOSMA shows:
Number must be unique — “10101” is already used.
Group numbers can repeat. You can change the number of a category only in **Overview/Markups**.
Use KOSMA's numbering unless the people reading this budget expect their own numbers. With it, one menu command renumbers everything after you insert rows. If you type your own numbers, do not choose **Renumber Budget Items** afterwards.
To start the next production with the same numbering, save the budget as a template. See [save a budget as a template](/kb/article/save-a-budget-as-a-template).
**If the accounting import does not find an account.** The accounting import in Cost Control does not look up accounts by number. It matches each transaction by its accounting code. A mapping set defines which code belongs to which account, so a code in the account number is not enough. If the import finds no account, the code is missing from the mapping set. See [set up an import mapping set](/kb/article/set-up-an-import-mapping-set).
**If Renumber Budget Items is greyed out.** If the **No.** cells are greyed out too, you cannot edit this budget. This applies on a Free licence, to a read-only shared budget, to a budget linked to a cost control, and when signed out. See [what your licence includes](/kb/article/what-your-licence-includes). Otherwise every number already matches its row: KOSMA enables the command only once a number is out of order.
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