How to set up and manage Budget Categories

How to set up and manage Budget Categories

How to set up and manage budget categories in d6, which group GL accounts for budgeting and reporting purposes.

Finances > Budget: Budget Categories

How do I add a budget category?

  1. Navigate to Finances > Budget > Budget Categories.
  2. Click Add Category.
  3. Enter the category name.
  4. Link the relevant GL accounts to the category.
  5. Click Save.

Frequently asked questions

Why do I need budget categories? Budget categories group related GL accounts so you can budget and report at a summary level, for example grouping all staff cost accounts into a single Staff Costs category.

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