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

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Click here to watch how to setup budget

Click here to watch how to generate budget reports

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.

You will be able to add the total amount allocated to an are for a period and then split the allotted payments equally