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Build your budget

The builder is a grid of accounts down the side and periods across the top. Add the accounts you’re planning and type the figures — row and full-year totals update as you go, and everything autosaves. Budget figures are a plan only; they never post to the ledger.

Beginner2 steps~3 min

Before you start

1

Add an account.

In the builder, add an account row from your chart of accounts — one row per account you want to plan.

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Add an account.
2

Enter the figures.

Type a planned amount into each period cell. The row total and the grand total update automatically, and changes autosave.

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Enter the figures.