Budgets

How to Use

Budgets

Budget is the amount allocated for each expense. Making budget and achieving it is very important for every business. Add weekly, monthly or yearly budget for every expense and monitor it on regular basis.

How to Add Budget

  • Go to Budgets page from side navigation.
  • On the top right corner, click “Add Budget”.
  • A Form will pop up. Fill the form with budget details.
    • Select if budget is for week, month or year.
    • Enter the Amount or you can perform addition, subtraction, multiplication and division operations in that field. Click Calculate for result.
    • Select the color for each budget for graphical reporting.
    • Select the category for which budget is allocated.
    • Enter the budget percentage at which you want to get notified.
  • Click “Add Budget” button.
  • A green toaster will appear on bottom right corner with text “Budget added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Budget

  • Go to Budgets page from side navigation.
  • All Payer/Payees are listed, click the edit icon in front of the payer/payee you want to edit.
  • A Form will pop up with prefilled details of that Budget.
  • Update any field you want to edit.
  • Click “Edit Budget” button.
  • A green toaster will appear on bottom right corner with text “Budget edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Budget

  • Go to Budgets page from side navigation.
  • All Budgets are listed, click the delete icon in front of the budget you want to delete.
  • Click “Yes” to confirm that you really want to delete that Budget.
  • A green toaster will appear on bottom right corner with text “Budget deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.