How to set up the annual budget

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?

  1. Click Create a Budget.

  2. Select the year and enter budget amounts per account.

  3. 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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