Creating A Budget
Step 1:
Click the Accounts, Balances & Budgeting icon, followed by the budgeting tab as shown below.
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Accounting Software creating a budget
Step 2:
Click the Add Budget Icon, where you can specify the budget name and start date as shown below. Click Create. In this example we will be creating a food budget.
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Accounting Software creating a budget 2
Step 3:
You can now see that the budget has now been created. You can also use the drop down menu to select between different budgets that have been set up.
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Accounting Software creating a budget 3
Step 4:
Expand the tree structure in Home Accountz and select the account you would like to set a budget for as shown below.
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Accounting Software creating a budget 4
Step 5:
There are two ways in which to set a budget. You can either enter the total annual amount or you can do it on a month by month basis. If you enter the total annual amount, Home Accountz automatically breaks it up across the months as shown below.
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Accounting Software creating a budget 5