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How to create a New Budget for an Account

Updated over a year ago

1. Click on the “Create Budget” button, at the top of the account’s page.

2. A new budget modal will comes up

3. Use the calendar icons to pick a start date and an end date

4. And lastly, click on the “Save” button to save the new budget.

Alternatively, another way to create a new budget is from the Accounts table. Simply click on the budget icon under the “Actions” column for the particular account you wish to create a new budget for. On the modal that comes up, enter the new budget amount, then use the calendar icons to pick a start date and an end date, and lastly, click on the “Save” button to save the new budget.

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