How do I set up budgets?

Legacy KB ID: 36

Question

How do I set up budgets for my Customers, Accounts, and Classes?

Answer

When you set up a budget, you set it up between either one or two fields out of Account, Customer or Class. Go to Activities, Set up Budgets. Select what field the Budget is going to be for. Select the financial year for the budget. Enter the budget figures for each month.

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