A budget editor screen in now available in the online app. Budget shortcuts and calculations have not been added yet, but keep an eye out for them in the coming weeks. The Budget Factory and Importing Budgets from a spreadsheet are also still in development but coming shortly.


To open the Budget Editor screen click on My Workspace -> Budgets & Actuals.



The Budget Editor screen is shown below.


Budget Editor



See the numbers in the image above showing where to navigate for each of the steps described below.

  1. First, select the organisation you would like to enter budgets on from the drop-down.


  2. Select the budget version you want to edit from the drop-down.

    Budget Versions

  3. - You can select any date range you'd like to display from the date drop-downs. It does not need to be a 12 month period.

    - Or, you can select a common date range from the calendar button.

    Budget Editor - Common Date Ranges
    C - The forward and back buttons will move you whatever time range you are looking at forward and backwards.


  4. Click on the business unit expand option to choose the business unit you'd like to edit, for example jobs, tracking categories, cost centres. This step is not necessary if you are budgeting at the organisation level only. Click on the business unit you'd like to edit, and it's budget will open on the right.

    Business unit selection

  5. You can undo and redo your entries using the arrow buttons shown in 5 in the image.


  6. Click into an account line in the budget editor and begin entering your budget figures in the months. You can't currently enter a figure in the Total column, that will be available in the next release.


  7. Note there is no Save button because your data is automatically saved as you enter it.