Location: Bookkeeping module > Dashboard > Client specific > Tasks > Budgeting


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Click here to watch how to setup budget


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On clicking +Budget a window appears for creating a New Budget.

  • A budget name can be entered.

  • Start period can be selected from the drop-down. Start period is the period from which budget can be created.

  • For period is the period which specifies the Budget end period

  • Actuals is the Number of previous transactions.






    Click on “Create”, a pop appears that Budget is created and click on accounts to include in the created budget.


    Click on OK, a pop appears with a list of Account codes. You can include or exclude accounts based on the requirement by selecting the checkbox, then click OK. A screen displays to update Amount of the budget.