Creating a New Budget

Create a new budget.

Create a New Budget


Step 1. Select Budgets 

Open the budgets module by clicking on the  Budgets  toolbar option

Step 2. Select New menu option

Click on File > New  menu option
 

Step 3. Add New Budget

  • 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. New Budget is ready

Your New Budget is ready for you to enter information
   
 NOTE: Follow the link for help on  Load this year's actual data into a Budget .

Article ID 1092