Creating and Managing Budgets (How-to)

Create, delete, revise, submit for approval, export, and view revision history for budgets.

How to create a new budget:

1. Log in to LegFi.
2. Navigate to the Finances page. 
3. Select Budgets.
4. Click Create New Budget. 
5. Fill in the required fields on the Create Budget screen and Submit. 
6. Select Next to Revenue and enter your expected revenue per ledger account per month.
7. Select Next to Expenses and enter your expected expenses per ledger account per month.
8. Select Next to Attachments and add any needed attachments (optional). 
9. Select Next to Review and view the summary of your created budget. 
10. Click Save. 

How to manage your chapter's budget:

1. Log in to LegFi.
2. Navigate to the Finances page. 
3. Select Budgets.
4. Click the three dots under Actions in line with the selected budget.
   • Select Delete to delete the budget. 
   • Select Export to download the budget. 
   • Select Revise to save any edits to your budget. 
   • Select Revision History to view previous versions of your budget. 

 

How to submit your chapter's budget for approval:

This step only applies to your chapter if you are required by your National Headquarters to submit budgets for approval. 

1. Log in to LegFi.
2. Navigate to the Finances page. 
3. Select Budgets.
4. Click the three dots in line with the applicable budget and select Submit.