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. In the top-left corner, click your ministry hub then Accounting. Then click 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.