How to create a budget

To create a budget, go to the Projects module and click the Transactions tab inside of a specific project. 

Click … in the top right corner. 

A dropdown menu pops up. 

Click create budget and a Create Budget modal window pops up.  

Fill out the fields about the budget: 

• Attachment – Attach relevant files to support your budget such as bank statements, quotes, liabilities, expected income, expenses, cash flow, proforma invoices etc.
• Type – Select one of the budget types. Transaction types and icons can be defined in the Organization Configuration by an administrator. 
• Amount – Choose a currency and add the amount to your budget.
• Description – Add a detailed description if applicable. 
• Projected Spend per Month – Enter a value for planned monthly expenditure. 
• Budget Period – This is the period when the budgeted project/task will occur.  

Click Save. The budget you just created now appears in the transactions list. The budgeted amount will be divided into the budget period by month.