Create a new budget

How do I create a new budget?

Step 1

• Open the budgets module by clicking on the Budgets toolbar option

Step 2

• Click on the File > New menu option

Step 3

• Enter a title for your new budget in the Name box
• Select whether you would like the budget to be GST inclusive or exclusive in the Input Budget Amounts
• Select the Budget Template required. 'Last Year Accounts Used' is good because it excludes the accounts that were not utilised.
• Select the enterprises you wish to include in your budget
• Click on the OK button

Step 4

• Your new budget is ready for you to enter information

NOTE: For help with loading actuals into your budget click here.