Create a New Budget

Set up a budget for a new time period or purpose.

  1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Budgets” tab.
  3. In the “BUDGETS” window that opens, click on the “+Add New Budget” button at the top right.
  4. In the “ADD BUDGET” window that opens, type a descriptive name for the budget in the “Budget Name” box. Click on the “Add” button to create your budget.
  5. In the “EDIT BUDGET” window that opens, click on the “+Add Year” button to enter a year to include in this budget. Enter the year in the box and click on the “Add” button to incorporate the year.
    • To exit the “ADD YEAR” window without adding a year, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  6. Once you have added a year to the budget, the year appears with a disclosure arrow that reveals additional choices about how to display data for that specific year. Click on the arrow to open the options area. Set the “month/quarter” radio buttons to “Budget by month” or “Budget by quarter” (the default). Once you select either month or quarter as the budgeting interval, the months or quarters appear as individual buttons. Click on the name of any month or quarter to remove it from your budget. Click on the “Update” button to save your changes.
    • To remove the entire year from your budget, click on the “Remove this year” link.
    • To abandon your changes, click on the “Cancel” button.
    • To close the options area, click on the disclosure arrow again.
  7. Click on the “+Add Accounts” button to select parent accounts or sub-accounts to include in your budget.
  8. In the “ADD ACCOUNT(S)” window that opens, activate the checkbox in front of any account from which you want to include income and/or expenses. To include sub-account(s), select them individually. To remove an account from your budget, deactivate its checkbox. (Note that this does not remove the account from the overall Financials feature.)
    • Note that selecting a parent account in the “ADD ACCOUNT(S)” window does not add its sub-accounts to the selection automatically, but selecting a sub-account selects its parent account automatically.
    • To search for an account, type all or part of its name in the “Search accounts…” box. Delete your search term from the “Search accounts…” box to display the full list of account names in the “ADD ACCOUNT(S)” window.
  9. Click on the “Add” button to select the accounts you have chosen and return to the “EDIT BUDGET” window.
    • To close the “ADD ACCOUNT(S)” window without adding any accounts, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  10. To delete one or more accounts from your budget, click on the checkbox in front of each row you want to delete. This selects the row(s) for deletion. Now, click on the “Delete Rows” button to remove the selected rows. If you accidentally remove a row that you still want to include in your budget, repeat steps 9-11 above.
  11. When you are happy with your budget setup, click on the “Save Budget” button to save it.
    • To exit the “EDIT BUDGET” window without saving your data, click on the “Cancel” button in the top right corner of the window. In the “CANCEL UNSAVED EDITS” window that opens, click on the “Cancel” button to abandon your changes or the “Continue Editing” button to return to the “EDIT BUDGET” window.