My Budget

• Related Articles

• Budget Categories

  Budget categories are used to group budget items under Income/Expenditure or Capital accounts. Finance > General Ledger > Budget by Category How do I create a budget category? Click Create new category. Enter the name and the linked general ledger ...

• 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? Click Create a Budget. Select the year and enter budget amounts per account. ...

• How to view My Budget

  The My Budget screen shows all budgets for which the logged-in user has been appointed as budget head. Finance > Budget: My Budget How do I view my budget? Under Budget Head the logged-in user's name appears. Select the year to display the budget for ...

• How to view My Budgets

  The My Budgets screen allows you to preview all budget accounts, view amounts per budget head, and export data to Excel. Finances > Budget: My Budgets How do I view budget information? To view by budget head, click the Budget Head dropdown. To view ...

• How to print the Budget per Category report

  The Budget per Category report allows you to generate summary and detailed budget reports that compare your current budget year with a previous year. Reports > Finance > Budget: Budget per Category How do I generate the report? Select the budget ...