Budgets

Budgets

Setting budgets is easy.

Start by navigating to your chart of accounts to find the account you want to create a budget for.  In this example I will create a budget for Accounting & Legal.



Click the Budget button in the top of the window.



  1. Choose the appropriate fiscal year.
  2. Input your budget for the months and/or year.  The hit Update to commit the changes.

Please click here for an interactive demo on creating budgets.