To set-up your business budget follow the steps below

  • Select Budget from the main menu, click on New Budget

  • Select the budget type (sales or expense budget)
  • When creating an expense budget select an expense class
  • Set the duration, select the budget year, enter total budget amount expected within the set duration
  • Click on Save

Sale Budget 

Expense Budget

To view or delete Budget

  • Select Budget from the main menu
  • Click on the Manage icon to view budget details or delete your budget