Create a budget
1 min read · Updated May 31, 2023
Create a sales or revenue budget
- Click Reports from the menu bar
- Select Budget Planning from the tab.
- Choose Revenue and click on Create New Revenue Budget
- Fill in your budget for each month and click on Create
- Your budget is created.
- Note that you can edit the year you would like to create a budget for by clicking the calendar icon.
Create an expense budget
- Click Reports from the menu bar
- Select Budget Planning from the tab.
- Choose Expense and click on Create New Expense Budget
- Fill in your budget for each month and click on Create
- Your budget is created.
- Note that you can edit the year you would like to create a budget for by clicking the calendar icon.
