Creating A Budget

Step 1:

Click the Accounts, Balances & Budgeting icon, followed by the budgeting tab as shown below.

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.

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.

Step 4:

Expand the tree structure in Home Accountz and select the account you would like to set a budget for as shown below.

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.