Build a Budget in Property Financials
💡Things to Consider
⚙️Steps
- Create a new Budget

- Give the Budget a name and select where to pull the accounts from, either the Balance Sheet or the Income Statement.

- Once the budget is created, use the dropdown to select the accounts to add as line items on the budget.

- Select into the Budget Totals column to add dollar values to the budget.

- Select Quarterly / Monthly / None to show the budget broken out.


- Select the Request Approval button to circulate the budget for approval

- Select users to approve the budget

- Select the Comments icon to view and add comments to the budget.
