how to set up a budget?

ron kirschner's Avatar

ron kirschner

25 Nov, 2021 06:26 PM

I can figure out how to set up a budget. Any guidelines?

  1. 1 Posted by ron kirschner on 25 Nov, 2021 06:33 PM

    ron kirschner's Avatar

    I don't understand how to create a line item. What does the 0 of O mean?
    Where can you put in annual expense? While I can imagine building up a quantity of case for a quarterly expense, I'm not clear how you express this as an expense (i.e., monthly or quarterly).

  2. 2 Posted by mhoggie on 25 Nov, 2021 08:28 PM

    mhoggie's Avatar

    just a user,

    You appear to be using the default "New Style" budget. There are some issues with that feature so many are using the "Old Style" Mixed Interval setup. You can choose that as the Period when setting up a budget. Here is the link to the knowledge base which will explain that feature.

  3. 3 Posted by Ronald Kirschne... on 25 Nov, 2021 09:09 PM

    Ronald Kirschner's Avatar

    very helpful.

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