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Build a Budget in Property Financials

💡Things to Consider

 

⚙️Steps

  1. Create a new Budgetcreate new budget - budget builder
  2. Give the Budget a name and select where to pull the accounts from, either the Balance Sheet or the Income Statement. configure budget - budget builder
  3. Once the budget is created, use the dropdown to select the accounts to add as line items on the budget. select accounts - budget builder
  4. Select into the Budget Totals column to add dollar values to the budget.enter budget amounts - budget builder
  5. Select Quarterly / Monthly / None to show the budget broken out.budget rollup - budget builderMonthly vs Quarterly - budget builder
  6. Select the Request Approval button to circulate the budget for approvalselect approvers - budget builder
  7. Select users to approve the budgetapproval requests - budget builder
  8. Select the Comments icon to view and add comments to the budget. Budget Comments - Budget builder