Budgets

A budget enables you to forecast income and expenses, and compare those forecasts to the actual results obtained during one or more previous years, itemized by months or quarters.

Set up a budget for a new time period or purpose. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, click on the “+Add New Budget” button at the top right. In the “ADD BUDGET” window … Read more

If you no longer need a specific budget, deactivate it so it no longer appears in Financials. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the “Actions” … Read more

Deactivated budgets are hidden from view but not deleted. If you want to remove a budget permanently, delete it. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more

Create a copy of a budget as the basis for a new budget. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the Actions column, open the three-dots … Read more

Add details to a budget or edit the information you have entered. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the “Actions” column, open the three-dots menu … Read more

If you deactivated a budget but now find that you need, reopen it so you can use it again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more

The “Search Budgets” box below the title of the “BUDGETS” window enables you to search among your budgets to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “BUDGETS” tab. To search for part of a budget name, … Read more

Once you deactivate a budget, it no longer appears in the list of budgets—but you can make it visible. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more