Creating budgets for expected income and costs allows you to maintain an accurate cash flow, this help you to:
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See a good visual representation of your cash runway

Spot where you may have cash gaps

See a comparison of what is expected, against what has happened for the month.

Make Informed decisions

Budgets in Float are like placeholders for cash that might come into or leave the business, allowing you to build up a picture of how the future might look.

We think of them like empty buckets which fill up with invoices, bills, and paid transactions 🪣.

Learn more about what budgets are here 👉

To start, click on the blue 'Add' button at the top of the table, alternatively you can hover beside the account name and a plus sign will pop up.

Either of these methods will bring up a budget box on the left hand side, where you have four options; Repeating, One-off, Auto and Linked.

Here you will set:

In the 'Repeats' field are the following options:

If choosing ‘Doesn't repeat’ the budget will occur one time in the cash flow, on the date specified. However, each of the other options will repeat on the chosen frequency between the start and end date.

When entering an amount, Float is able to suggest budgets, based on the historical data that has been synced. You can find out more about setting a budget based on historic averages here

Once an amount is added you will see a preview of the change on the main graph as a dotted line.

Once you’re happy with the options, select 'Add cost' and the budget will be added to the cash flow.
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​To learn more about budgeting, check out these articles:
​What are budgets?
​Increasing and decreasing budgets
​Edit a single budget
​Edit multiple budgets
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