Premium Plus feature: This feature requires a Premium Plus subscription. Trial users have full access to this feature but please note you will need to subscribe to Premium Plus to continue using this after your trial period is over. Existing Premium users can request a new 30-Day trial period for this feature – please raise a Support Ticket.
About Budgets
Budgets are used to control and report your organisation’s actual income and expenditure against planned budgeted amounts.
Use the Budget feature to:
- Set one or multiple budgets over different timeframes (typically annual).
- Set budgets by Parent Codes, Cost Codes, or Events
- Create budgets for whole period or monthly
- Create multiple versions of your budgets to model different scenarios
- Create new budgets by copying existing budgets or actual amounts
- Compare your budgets against different budgets, budget versions, and actual values
How to Create a New Budget
Click the “Hamburger” icon 
and select “Enter full screen” to expand. Space bar or Enter to move slides.
How to Manage Your Budgets
Click the “Hamburger” icon and select “Enter full screen” to expand. Space bar or Enter to move slides.
Budget Reporting
Click the “Hamburger” icon and select “Enter full screen” to expand. Space bar or Enter to move slides.