Level 4 · 90.30.070.200 · July 2026 catalog

Move budget amounts between accounts and dimensions in Dynamics 365 Finance

1 setup step in this process. Applies to Dynamics 365 Finance.

Microsoft business process catalog July 2026

Catalog source ↗

Setup steps in this process

BUD-SETUP-060

Set up Budget transfer rulesMaster data · Budgeting > Setup > Basic budgeting > Budget transfer rules