This guide will walk you through the process of setting up a New Blank Budget, using the Create New Budget Wizard.
1. Access the Budget Home page
Log in to Agrimaster 10.
From the Budget Home Page, select the Create New Budget button.
This will open the Create New Budget Wizard.
2. Select Create New Budget
Within the Create New Budget Wizard, choose Create New Budget to begin setting up a blank budget.
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.
Budget Duration
Select the budget duration by choosing the number of months or years the budget will cover.
Note: This period must be at least three months and no longer than five years.
4. Add Bank Accounts
Note: You must add at least one bank account to the budget. Multiple bank accounts can be added.
For each bank account, you can set an opening balance.
Nominate a primary account.
(Screenshot of the bank menu)
Note: If an account is nominated as the primary account, you can also set an overdraft limit.
5. Configure GST
You may proceed using your default GST settings or adjust them to suit the requirements of this particular budget.
6. Finish and Review
Once all required details have been completed, select Finish.
Agrimaster will generate a New Blank Budget, ready for you to begin entering your cash flow data.
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