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 gives every category, group, account and markup a number when you create it. You can let KOSMA put these numbers back in order, or type your own. For both, you need a budget you can edit.
| Item | Number | | -------- | --------- | | Category | `1.` | | Group | `1.01` | | Account | `10101` | | Markup | `10.1.01` |
Subaccounts have no number. When you insert, move or delete an item later, KOSMA changes no other number. The new item takes the next free number, and the numbers then no longer follow the order of the rows. Numbers from an imported spreadsheet usually do not follow this pattern either.
In the **Edit** menu, choose **Renumber Budget Items**. The toolbar has no button for it. 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 category, group, account and markup whose number no longer matches its place.
In the budget grid, type the new number into the **No.** cell of an account or group. An account number can contain any characters, so you can also use an accounting code. Each account number can appear only once in the budget. If another account already has the number, 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 who read this budget expect numbers of their own. With KOSMA's numbering, one menu command puts the order back 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 of Cost Control matches each incoming transaction by the accounting code that a mapping set assigns to a budget account. The account number does not matter for this match. Renumbering the budget does not change this match, and your account numbers do not have to follow your chart of accounts. An incoming code finds no account only when no mapping set assigns it to an account yet.
**If Renumber Budget Items is greyed out.** If the **No.** cells are greyed out too, you cannot edit this budget. This is the case on a Free licence, on a budget shared with you read-only, on a budget linked to a cost control, and when you work signed out. See [what your licence includes](/kb/article/what-your-licence-includes). Otherwise the command is greyed out because every number matches its place: KOSMA enables it only when a number is out of order.
Markdown