Add Individual Budget Items

List all of the items you'll budget for this year.

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 items to.
    • If you're working with a budget draft, click Add Budget Items, and select Add Individual Account.

    • If you're working with an approved budget, click Add Budget Item.

  3. In the drop-down lists, select segments to build an account number.
  4. Enter your budget amounts.
    • If you enter a budget amount in the Annual Budget field, this is distributed evenly across all months.

    • If you enter amounts in the individual months, this will automatically add up in the Annual Budget field.

  5. Click Save.