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How to Build a Budget

Build your estimated budget.

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Written by Support Team
Updated over 2 years ago

Step 1: Select "Budget" on the left side of the screen.

Step 2: Select "Edit Budget" on the right side of the screen.

Step 3: Select row and add information. (For example, under Revenue you can click on the "Dues Revenue" row and type in estimated amounts for the months. Information will automatically save, once you click out of box. 

Step 4: Build out your budget for the year. Estimating what each category will pull in or pay out per month.

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