Click Finances on the navigation menu. Next, click on the "GO" button under Budgets.
Update the date range at the top as needed and select the "Filter" button to view budget activities for a specific time period.
To edit the budget, select the "Manage Budget" button on the top right of the screen.
Now, input any Revenue and Expenses by clicking into the respective tables, which will reflect your Chart of Accounts.
- You can update your Chart of Accounts via the "Manage Categories" button. For more information on Chart of Accounts, see How do I view and edit my organization's Chart of Accounts?
Once you have finalized your budget, you can export it to an Excel file.