The Budget Dashboard will populate. You can search by Budget Name or Period (Year).

Click the "Budget Name" field to name the Budget.

Select the Fiscal Year from the dropdown menu.

Pick a period for the Budget from the dropdown menu.

Select whether to pull the Actual Data from the Profit & Loss Statement for the period. 

Select whether to subdivide the Budget by Class. 

Manual changes can be done to the numbers by clicking on the desired fields. 

The Budget can now be duplicated or deleted by making a choice from the dropdown menu.

From the Budgets Dashboard, click on the arrow on the "Reports" button to populate the dropdown menu.

The report and its graphs will then populate.

A new Budget can be selected to be displayed.

Budget
Budget 2023
Budget 2023 San Antonio
Budget 2021
Budget 2023
FromToGenerate

Click on the small calendar icons to adjust the data range.

Click "Select Compare Period" to add comparison periods to the Report.

The Report and its graphs will then populate with the adjusted data.

Overview of Budgets

Create a New Budget