Annual Budgets
How to create a new budget
- Click on the button to " Add Year " add a new budget.
- Choose the year for which the budget must be created.
- Enter the description in both English and Afrikaans.
- Click the "Add" button to add the budget.
How to copy an existing budget for a new budget
- Click the budget circle you want to copy.
- Click on the “Copy budget” button
- Choose the budget from which you want to copy, and select the new budget you want to copy to
- Click on the "copy" button
How to add a new budget item
- Choose the correct budget to modify by clicking in the circle next to the name, and then click on the "manage budget items" button
- The amount you see is the value of all the items under that category added together
- Choose the "budget category" where you need to add the item and click on "select" or just click on the arrow
- Click on the "add" button
- The system will automatically input the correct category.
- Choose the correct account by clicking on the drop-down box
- Choose a budgeter by clicking on the drop-down box
- Click on the "continue" button
- Input the new item and the Brand Name. If no Brand name is relevant, you can just input Various
- Input the amount for the year
- The system will allocate the amount automatically for 12 months. If you want to change that, you can click on "show more"
- You can change the quantity of the months by "spread amount in"
- You can now change the monthly amounts. Remember that your total amount must still balance to the total amount originally typed in
- Click "continue" to save this item.
How to edit a budget item
- Choose the correct budget to modify by clicking in the circle next to the name, and then click on "Manage Budget Items"
- The amount you see is the value of all the items under that category added together
- Choose the "Budget Category" where you need to edit the item, and click on "select" or just click on the arrow
- Click in the circle and then on edit
- You can edit the budgeter if necessary
- Click on the "continue" button
- Edit the relevant information as required and continue. Click the "show more" button to open all 12 months' figures, as shown above. You can now change any of the month's amounts
- Click on the "continue" button
- You will be at the item screen again
How to copy an existing budget for a new budget
- Click the budget circle you want to copy.
- Click on the “Copy budget” button
- Choose the budget from which you want to copy, and select the new budget you want to copy to
- Click on the "copy" button
- The system will then bring up a notification that states that you want to copy the budget and that once it's been completed, it can't be reversed/
- Click on the "I understand" button
© Copyright d6 group (Pty) Ltd