Annual Budgets

How to create a new budget

Click in the circle of the budget 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 too
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 input 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 amounts per month. 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 on the “show more” button to open all 12 months figures as seen above. You can now change any of the month’s amount
Click on the "continue" button
You will be at the item screen again

Click in the circle of the budget 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 too
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

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