Before you begin

If you’re using the Analytics Account feature, click here to create a budget instead.

How it works

Step 1: Click on ‘Accounting’ at the left panel

Step 2: Click on ‘Ledger’ at the top bar

Step 3: Click on ‘Create Budget’

Step 4: Enter the Year you wish to set the budget for

Step 5: Enter the monthly budget for the chart of account of your choice e.g. Advertising and Promotion

Step 6: Click ‘Create’

Step 7: Navigate to ‘Budgets‘ to check your newly created budget

Step 8: Click on your newly created budget

Step 9: Click ‘Confirm‘

Step 10: Click ‘Approve‘

Step 11: Click ‘Done‘

Learn how to create a Journal Entry.