--- title: Using the Mapping Tool with Budgets PRO description: How to update Budgets PRO after enabling the Account Mapping Tool --- [Skip to content](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#main-content) ![Reach Reporting](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Reach Reporting Status](http://status.reachreporting.com/) [Reach Reporting Status](http://status.reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [General Info](https://knowledge.reachreporting.com/general-info?hsLang=en) 3. [Company Settings](https://knowledge.reachreporting.com/general-info?hsLang=en#company-settings) # Using the Mapping Tool with Budgets PRO ## How to update Budgets PRO after enabling the Account Mapping Tool ### **In this article:** - [Overview](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#overview) - [Updating Existing Budgets PRO](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#updating-existing-budgets-pro) - [Why Warning Icons Appear](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#why-warning-icons-appear) - [How to Fix Budgets PRO](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#how-to-fix-budgets-pro) - [Option 1: Reset Statement](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#option1-reset-statement) - [Option 2: Manual Update](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#option2-manual-update) - [Inactive Accounts in Budgets PRO](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#inactive-accounts-in-budgets-pro) - [When "Hide Inactive Accounts" is ENABLED](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#when-hide-inactive-accounts-is-enabled) - [When "Hide Inactive Accounts" is DISABLED](https://knowledge.reachreporting.com/using-the-mapping-tool-with-budgets-pro#when-hide-inactive-accounts-is-disabled) --- ### **Overview** Budgets PRO created ***after*** enabling the [Account Mapping Tool](https://knowledge.reachreporting.com/account-mapping-tool?hsLang=en) will reflect the mapped custom chart of accounts structure. Budgets PRO created ***before*** the mapping tool was enabled will need to be updated. --- ### **Updating Existing Budgets PRO** #### **Why Warning Icons Appear** Any account that has **changed from the original COA setup** will show a Warning Icon. This can happen if you: - Created Budgets PRO *before* the mapping tool was enabled - Make changes to the COA structure within the mapping tool ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-27-2026-05-55-20-6347-PM.png?width=2880&height=1462&name=image-png-Mar-27-2026-05-55-20-6347-PM.png) #### **How to Fix Budgets PRO** You have two options: **Option 1: Reset Statement** - Use the **"Reset Statement"** option to start fresh, but still keep prefill and driver data - If there are lots of updates needed, consider resetting the budget statement. - - ***Note: This will remove any custom formulas or comments you've created*** ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-27-2026-05-58-23-5768-PM.png?width=2880&height=1462&name=image-png-Mar-27-2026-05-58-23-5768-PM.png) **Option 2: Manual Update** - **First Delete** all accounts that have been mapped differently from the original COA structure (those with warning icons) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-27-2026-05-59-04-3048-PM.png?width=2880&height=1462&name=image-png-Mar-27-2026-05-59-04-3048-PM.png) - **Then Re-add** the accounts by clicking the **warning icon at the top** of your budget statement to open the **"Add Missing Accounts"** modal and make updates based on the new COA: - Add new custom groups and blank rows - Add accounts with new nesting ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-27-2026-05-59-28-6794-PM.png?width=2880&height=1462&name=image-png-Mar-27-2026-05-59-28-6794-PM.png) ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-27-2026-05-59-55-5152-PM.png?width=2880&height=1462&name=image-png-Mar-27-2026-05-59-55-5152-PM.png) --- ### **Inactive Accounts in Budgets PRO** #### **When "Hide Inactive Accounts" is ENABLED** - **"Don't include inactive accounts" box checked** → Inactive accounts **will not show** in budgets unless they have values needed to keep the Balance sheet in balance - **"Don't include inactive accounts" box unchecked** → Inactive accounts will show in budgets **with "unmapped" warning icons** unless they have been removed within the Mapping tool #### **When "Hide Inactive Accounts" is DISABLED** - **"Don't include inactive accounts" box checked** → Inactive accounts will not show in budgets, but will appear in the **Missing Accounts Modal** with a warning - **"Don't include inactive accounts" box unchecked** → Inactive accounts will show in budgets **without "unmapped" warning icons** **Tip**: Remove all inactive accounts within the Mapping tool to hide them in budgets. Regardless of the Company Settings, your customized COA mapping will not change until changes are made in the Mapping Tool. --- ### [**Go to the Reach Reporting app\>**](https://app.reachreporting.com/login) **ARE YOU NOT CURRENTLY USING REACH REPORTING?** [learn more at reachreporting.com](https://reachreporting.com/) ### **We are dedicated to helping you.** \- Need Additional Help? *Your success is important to us.* Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game.  We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills. We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. 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