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.