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 ...

• Budget Worksheet per Item

  The Budget Worksheet per Item is a planning tool for setting up next year's budget. It can be printed per staff member, showing only the budget items each person is responsible for. Reports > Finance > Budget: Budget Worksheet per Item How do I ...

• Budget per Staff Member

  The Budget per Staff Member report allows you to generate summary and detailed budget reports for a specific responsible person. Reports > Finance > Budget: Budget per Staff Member How do I generate the report? Select the budget year. Select the ...

• Budget Quantity List

  This article explains how to generate a quantity list report for your budget. The report shows quantities per account for the selected budget year. Reports > Finance > Budget: Quantity List How do I generate the report? Select the budget year. Click ...

• 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. This article explains how to generate both summary and detailed budget reports per category. Reports ...