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    Budgets overview

    Budgets are added and managed via Financials > Budgets.

    Current Year budgets display first followed by Next Year and Previous Year budgets. All are available for viewing or editing. Click on the row of any budget to open a read-only view or the Edit pencil to open in edit mode.



    • Main is the default budget and shows in bold. This is the primary budget and should be the first to use and create
    • Additional budgets are listed below the main budget and are in standard font. These are used for different budgeting scenarios or sectors of the business.
    • Budgets must be available in the displayed lists on the Budgets screen before they can be created. Add a budget to make it available.

    Adding and creating budgets is a two-step process. The budget is firstly added with a Financial Year and Budget Type being selected as part of the setup. The budget will then display as available to be selected and created.

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