Overview of Budgets | Scribe

    Overview of Budgets

    • 35 steps |
    • 2 minutes
      1
      Navigate to Brokerage Engine
      2
      Click "Accounting"
      3
      Click "Settings"
      4
      Click "Budgets"
      5
      The Budget Dashboard will populate. You can search by Budget Name or Period (Year).

      Create a New Budget

      6
      Click "New Budget"
      7
      Click the "Budget Name" field to name the Budget.
      8
      Select the Fiscal Year from the dropdown menu.
      9
      Pick a period for the Budget from the dropdown menu.
      10
      Select whether to pull the Actual Data from the Profit & Loss Statement for the period.
      11
      Select whether to subdivide the Budget by Class.
      12
      Click "Next"
      13
      The Budget Detail will then populate.
      14
      Manual changes can be done to the numbers by clicking on the desired fields.
      15
      Once finished, click "Save".
      16
      Click "OK"
      17
      The Budget can now be duplicated or deleted by making a choice from the dropdown menu.

      Generate a Budget Overview Report

      18
      From the Budgets Dashboard, click on the arrow on the "Reports" button to populate the dropdown menu.