Overview

This article explains how to create a new annual budget in d6. A new budget must be created for each financial year before budget items can be added or managed.

Navigation path

Finances > Budget > Annual Budgets

Purpose of this feature

Creating a new budget sets up the financial framework for a specific year, allowing your school to plan income and expenditure before the academic year begins.

How do I create a new annual budget?

Step 1 — Open Annual Budgets

1. Navigate to Finances > Budget > Annual Budgets.

Step 2 — Add a new budget year

1. Click the Add Year button to create a new budget.

2. Select the year for which the budget must be created.

Step 3 — Enter the budget description

1. Enter a description for the budget in both English and Afrikaans.

Step 4 — Save the budget

1. Click the Add button to save the new budget.

2. The budget will now appear in your list and is ready for budget items to be added.

Frequently asked questions

Do I need to create a new budget every year?

Yes. A separate budget must be created for each financial year. If your budget structure stays largely the same year on year, you can save time by copying a previous year's budget — navigate to Finances > Budget > Annual Budgets, select the budget you want to copy, and click the Copy budget button.

Why do I need to enter the description in both English and Afrikaans?

d6 supports bilingual school environments. Entering descriptions in both languages ensures the budget is clearly labelled for all staff, regardless of their preferred language.

Can I create more than one budget for the same year?

Yes. You can create multiple budgets for the same year, each with a unique description. This is useful for schools that manage separate budgets for different funds or programmes.