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Create a New Blank Budget | Agrimaster 10

A new blank budget allows you to create a budget from the beginning, without importing actuals or copying data from another budget.

Use the Create New Budget Wizard to enter the budget details, select the budget duration, add bank accounts, and configure GST settings.

1. Access the Budget Home Page

  • From the Budget Home Page, select the Create New Budget button.

Create New Budget Button.png

  • This opens the Create New Budget Wizard.

Create New Budget Wizard.png

2. Select Create New Budget

  • Within the Create New Budget Wizard, choose Create New Budget to begin setting up a blank budget.

Create New Budget Button New Budget Wizard.png

3. Enter Budget Details

  • Enter a Budget Name of at least three characters.

Note: For clarity and consistency, it is best practice to include the start and end months and the year in the budget name.

Create a New Budget - Name.png

4. Select The Budget Duration

  • Select the budget duration by choosing the start and end months for the budget period.

Note: This period must be at least three months and no longer than five years.

Create a New Budget - Budget Duration.png

5. Add Bank Accounts

  • Add the bank accounts you want to include in the budget.

  • You must add at least one bank account. Multiple bank accounts can be added if required.

  • For each bank account, you can enter an Opening Balance.

  • You will also need to nominate a Primary Account.

  • If an account is nominated as the Primary Account, you can also enter an Overdraft Limit.

Bank Account Settings.png

6. Configure GST

  • Review the GST Settings for the budget.

  • You can proceed with the default GST settings or adjust them for this budget if required.

Configure GST.png

7. Finish Creating the Budget

  • Once all required details have been completed, select Finish.

  • Agrimaster 10 will generate a New Blank Budget, ready for you to begin entering your cash flow data.

Finish And Review.png

 

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