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    Budget Types

    Manage multiple types of budgets for a financial year

    Infusion supports multiple types of budgets enabling the user to create multiple budgets for the one financial year. For example:

    • Financial Year 2020-21                                Wet Season Budget
    • Financial Year 2020-21                                Dry Season Budget
    • Financial Year 2020-21                                Drought Season Budget

     

    To add a Budget Type select Edit from the toolbar, then select + Add. Provide a short Code and Name for the budget type and select Save.

    You can use the icon on the left to drag and drop custom budget types into a different order. The default budget type cannot be moved.

    You can use the icons on the right to add a new budget type above or below that line.

     You can delete a budget type if there are no budgets set up to use it. To delete a budget type, select the line, then select the spill menu, then Delete.

      If you try to delete a budget type which is in use, or has been used in the past, you will get this error after clicking Delete:

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