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Budgets & Actuals

The Budgets & Actuals menu is where you can manually enter or edit your budgets.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Select Budget & Period

  1. Navigate to Budgets & Cashflow -> Budgets & Actuals.

  2. Select the Organisation and Budget or Actual that you would like to edit.

    Note: to create an additional budget scenario or to facilitate approved and forecast budgets see Manage Budgets.

  3. Select the Period or date range you want to edit. You can manually set any date range, chose a present shortcut form the calendar dropdown or skip back or forward using the left and right arrows.


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