How do I create a budget?

Here we show you how to create, view and delete a budget.

Updated over a week ago

And this is how it works...

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Where can I find this function?

Navigate to ⨠Bookkeeping ⨠Reports and to the ⨠Budgets tab. Here you can reach the menu for creating a budget via ⨠ + New budget.

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Create budget

In the following menu you have the possibility to individualize your budget.

  1. Give the budget a name.

  2. Specify the period over which the budget will be valid.

  3. Choose whether the active accounts and/or the balance sheet accounts should be displayed.

  4. Select how detailed the budget should be displayed in the overview.

  5. Press ⨠save and the budget is created.

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View or delete budget

In the already mentioned Budget tab you get an overview of all budgets created so far. Click on the eye icon to open and view a budget. If you want to delete a budget, click on the trash can icon.

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