{"id":40461,"date":"2026-03-11T18:16:56","date_gmt":"2026-03-11T17:16:56","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-04-16T08:19:15","modified_gmt":"2026-04-16T06:19:15","password":"","slug":"enkel-budget","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/budget\/enkel-budget\/","title":{"rendered":"Enkel budget"},"content":{"rendered":"

Vad \u00e4r enkel budget?<\/h1>\n

Den enkla budgeten i Oxceed \u00e4r utformad f\u00f6r att underl\u00e4tta budgetering p\u00e5 f\u00f6rdefinierade kontogrupper snarare \u00e4n enskilda konton. Detta ger en snabbare \u00f6verblick och en enklare process f\u00f6r att s\u00e4tta m\u00e5l f\u00f6r st\u00f6rre ekonomiska poster. Det \u00e4r viktigt att notera att du inte kan skapa egna kontogrupper inom den enkla budgeten; de \u00e4r l\u00e5sta till systemets standardupps\u00e4ttning.<\/p>\n

S\u00e5 h\u00e4r skapar du en enkel budget<\/h1>\n
    \n
  1. Navigera till sektionen “Budget – Resultat” i Oxceed.<\/li>\n
  2. Klicka p\u00e5 “Skapa budget” som finns uppe till h\u00f6ger p\u00e5 sidan.<\/li>\n
  3. V\u00e4lj budgettypen “Enkel budget” fr\u00e5n alternativen.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    N\u00e4r du skapar din budgetversion f\u00e5r du m\u00f6jlighet att konfigurera viktiga inst\u00e4llningar:<\/p>\n

      \n
    • Namn:<\/strong> Ge din budgetversion ett beskrivande namn.<\/li>\n
    • Beskrivning:<\/strong> En valfri beskrivning<\/li>\n
    • R\u00e4kenskaps\u00e5r:<\/strong> V\u00e4lj det r\u00e4kenskaps\u00e5r som budgeten ska avse.<\/li>\n
    • Startperiod:<\/strong> Ange startm\u00e5naden f\u00f6r budgetversionen. Detta \u00e4r s\u00e4rskilt anv\u00e4ndbart om du skapar en prognos som inte b\u00f6rjar vid r\u00e4kenskaps\u00e5rets f\u00f6rsta m\u00e5nad. Om budgeten startar vid \u00e5rets f\u00f6rsta m\u00e5nad, beh\u00f6ver du inte justera denna inst\u00e4llning.<\/li>\n
    • Data:<\/strong> Du kan v\u00e4lja att kopiera data fr\u00e5n:\n
        \n
      • En tidigare budget eller prognos.<\/li>\n
      • Ett utfall fr\u00e5n ett tidigare r\u00e4kenskaps\u00e5r.<\/li>\n<\/ul>\n<\/li>\n
      • Kompakt version:<\/strong> Denna inst\u00e4llning p\u00e5verkar hur budgetbeloppen presenteras och f\u00f6rdelas:\n
          \n
        • Aktiverad: Budgetbeloppet f\u00f6r en kontogrupp hamnar p\u00e5 det f\u00f6rsta kontot i respektive grupp n\u00e4r du f\u00f6ljer upp budgeten i en resultatrapport.<\/li>\n
        • Inaktiverad: Budgetbeloppen f\u00f6rdelas procentuellt \u00f6ver samtliga konton inom respektive kontogrupp. F\u00f6rdelningen baseras p\u00e5 de utfallsv\u00e4rden som kopierades in till budgetversionen vid skapandet.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

          \"\"<\/p>\n

          Justera budgetbelopp och reglage<\/h1>\n

          N\u00e4r du \u00e4r n\u00f6jd med inst\u00e4llningarna klickar du p\u00e5 “Spara”. Du kommer d\u00e5 att styras till din budgetvy.<\/p>\n

          \"\"<\/p>\n

          Arbeta med kontogrupper och belopp<\/h2>\n
            \n
          • L\u00e5sta kontogrupper:<\/strong> Kontogrupperna i den enkla budgeten \u00e4r f\u00f6rdefinierade och l\u00e5sta. Det g\u00e5r inte att l\u00e4gga till nya kontogrupper eller justera de befintliga.<\/li>\n
          • Justera v\u00e4rden:<\/strong> Du kan justera budgetbeloppen genom att dra i de visuella reglagen eller genom att manuellt mata in belopp i de bl\u00e5 f\u00e4lten.<\/li>\n
          • Spara \u00e4ndringar:<\/strong> Sparade budgetbelopp visas alltid i den v\u00e4nstra kolumnen. N\u00e4r du \u00e4r klar med dina justeringar, klicka p\u00e5 “Spara” f\u00f6r att flytta de nya siffrorna fr\u00e5n de bl\u00e5 f\u00e4lten till den v\u00e4nstra kolumnen.<\/li>\n<\/ul>\n

            Anv\u00e4nd j\u00e4mf\u00f6relsekolumner<\/h2>\n

            I filterpanelen uppe till h\u00f6ger, under “J\u00e4mf\u00f6relse”, kan du aktivera j\u00e4mf\u00f6relsekolumner. Dessa kan vara ett v\u00e4rdefullt verktyg i ditt budgetarbete, till exempel:<\/p>\n

              \n
            • Utfall f\u00f6reg\u00e5ende \u00e5r<\/li>\n
            • Utfall i rullande 12 m\u00e5nader<\/li>\n
            • En annan enkel budgetversion<\/li>\n<\/ul>\n

              F\u00f6rdelning av hel\u00e5rsv\u00e4rden<\/h1>\n

              I den enkla budgeten anger eller justerar du endast hel\u00e5rsv\u00e4rden. N\u00e4r du sedan visualiserar denna budget m\u00e5nad f\u00f6r m\u00e5nad i en rapport, kommer hel\u00e5rsv\u00e4rdet att f\u00f6rdelas automatiskt. Denna f\u00f6rdelning \u00e4r inte j\u00e4mnt periodiserad, utan f\u00f6ljer den procentuella f\u00f6rdelning mellan m\u00e5naderna som fanns i det r\u00e4kenskaps\u00e5r du anv\u00e4nde och kopierade in vid skapandet av budgeten.<\/p>\n

              Visa budgetversionen i rapporter och p\u00e5 \u00f6versiktssidor\/periodrapporter<\/h1>\n

              F\u00f6r att din enkla budget ska bli anv\u00e4ndbar i Oxceeds rapporter beh\u00f6ver du \u00e4ndra dess status:<\/p>\n

                \n
              1. G\u00e5 tillbaka till “Budget – Resultat”.<\/li>\n
              2. Klicka p\u00e5 hamburgermenyn (tre horisontella streck) f\u00f6r din specifika enkla budgetversion.<\/li>\n
              3. V\u00e4lj “Egenskaper”.<\/li>\n
              4. \u00c4ndra status till “Standardbudget”.<\/li>\n<\/ol>\n

                \"\"<\/p>\n

                Med denna status kommer budgetversionen att visas i grafer p\u00e5 \u00f6versiktssidan\/periodrapporter och bli valbar n\u00e4r du skapar rapporter.<\/p>\n

                \u00c4ndra och redigera en sparad version<\/h1>\n

                Om du beh\u00f6ver \u00f6ppna en enkel budget f\u00f6r att justera budgetbeloppen igen:<\/p>\n

                  \n
                1. \u00c4ndra statusen f\u00f6r budgetversionen till “\u00d6ppen f\u00f6r inmatning”.<\/li>\n
                2. Klicka p\u00e5 den enkla budgeten i listan \u00f6ver budgetversioner. Du kan nu forts\u00e4tta arbeta med och justera budgeten.<\/li>\n<\/ol>\n

                  Konvertera en enkel budget till en f\u00f6retagsbudget<\/h1>\n

                  Ibland kan det finnas behov av att omvandla din enkla budget till en mer detaljerad f\u00f6retagsbudget. Detta g\u00f6r du s\u00e5 h\u00e4r:<\/p>\n

                    \n
                  1. G\u00e5 till “Budget – Resultat”.<\/li>\n
                  2. Hovra \u00f6ver den enkla budgeten du vill konvertera.<\/li>\n
                  3. Klicka p\u00e5 hamburgermenyn och v\u00e4lj “\u00c4ndra till f\u00f6retagsbudget”.<\/li>\n<\/ol>\n

                    \"\"<\/p>\n

                    Viktigt:<\/strong> Det g\u00e5r endast att \u00e4ndra en enkel budget till en f\u00f6retagsbudget, inte tv\u00e4rtom.<\/p>\n","protected":false},"excerpt":{"rendered":"

                    Vad \u00e4r enkel budget? Den enkla budgeten i Oxceed \u00e4r utformad f\u00f6r att underl\u00e4tta budgetering p\u00e5 f\u00f6rdefinierade kontogrupper snarare \u00e4n enskilda konton. Detta ger en snabbare \u00f6verblick och en enklare process f\u00f6r att s\u00e4tta m\u00e5l f\u00f6r st\u00f6rre ekonomiska poster. Det \u00e4r viktigt att notera att du inte kan skapa egna kontogrupper inom den enkla budgeten; […]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"editor_notices":[],"footnotes":""},"doc_category":[1372558],"doc_tag":[],"class_list":["post-40461","docs","type-docs","status-publish","hentry","doc_category-budget"],"acf":[],"year_month":"2026-04","word_count":722,"total_views":"54","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Customer Success team","author_nicename":"customer-success-team","author_url":"https:\/\/oxceed.com\/se\/author\/customer-success-team\/"},"doc_category_info":[{"term_name":"Budget","term_url":"https:\/\/oxceed.com\/se\/support-category\/budget\/"}],"doc_tag_info":[],"yoast_head":"\nEnkel budget - Oxceed Sweden<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/oxceed.com\/se\/support\/budget\/enkel-budget\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enkel budget\" \/>\n<meta property=\"og:description\" content=\"Vad \u00e4r enkel budget? Den enkla budgeten i Oxceed \u00e4r utformad f\u00f6r att underl\u00e4tta budgetering p\u00e5 f\u00f6rdefinierade kontogrupper snarare \u00e4n enskilda konton. Detta ger en snabbare \u00f6verblick och en enklare process f\u00f6r att s\u00e4tta m\u00e5l f\u00f6r st\u00f6rre ekonomiska poster. 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