How to set up the annual budget
The Annual Budget function allows you to create, copy, and manage budget items for the relevant financial year.
Finance > Budget: Annual Budget
How do I create a new budget?
Click Create a Budget.
Select the year and enter budget amounts per account.
Click Save.
Frequently asked questions
Can I copy a previous year's budget?
Yes, use the Copy function to use a previous year's budget as a starting point.
Last updated: April 2026 | Version 4.0
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