Setting Up A Full Budget

To create a Full Budget, follow these steps:

  1. Start at the Home Page 
  2. Click Budget 
  3. Click Full Budget 
  4. Click New Budget 
  5. Enter the Title (e.g. Full Budget March 2019 - Feb 2020 - this will depend on period) 
  6. Now select the:
    • First Month
    • Period 
    • Bank Accounts 
    • Worksheets 
  7. Ensure that all information selected is 100% correct or certain aspects of your budget will not link together. Once completed, the Full Budget setup will look similar to this: 
  8. Once you have completed the set-up click the green tick.
  9. You will not be on the Full Budget screen. 
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