Adding budgets
This section explains how to add new budgets in Essentials Edition .
To add a budget, proceed as follows:
Procedure
1. Go to the Budget categories selection level and select the budget category to which you want to add a budget.
By default, only the budget categories of the active financial year are shown. If you also want to view the budget categories of other financial years, click the
Financial year active button in the toolbar.
2. Go to the Budgets selection level.
3. From the action menu, select Add.
4. Complete the fields in the data section.
For more information on the available fields, refer to
Budget data fields.
5. Click Save.