The Budget List - Selecting a budget or creating a new one



When you select Budget from the View menu or via another shortcut, the Budget list will open up, containing all budgets you have created previously.

Click on New to create a new budget. This will initiate the wizard for the creation of a new budget.

Highlight a budget in the list and click the Edit button to change the settings for that budget.

You can delete budgets as well. Deletion is final; if you click Yes to deleting a budget it is gone for good.

Note that budgets are created per accounting year. The drop-down list to the right lets you select the accounting year you are looking for.


Read more about:

Creating a new Budget

Budgets