Add Annual Amounts to a Budget

Disperse a total budgeted amount across all 12 months.

You must have accounting administrator or accounting oversight permissions to perform this task.
  1. Click Accounting > Budgets.
  2. Click the budget you want to add amounts to.
  3. Click Add Budget Items, and select Add Annual Budget.
  4. Select the Fund and any custom segments you want to budget for, and click Apply.
  5. Enter your annual amounts in the Annual column. They will disperse evenly across 12 months.
    Note: 12 cents is the minimum an annual budget can be—one penny per month.
  6. Realm automatically saves your budget data, so click Close when you need to take a break or your budget is complete.