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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Budgets

Create a Blank Budget

Starting fresh? Estimate your annual budget from scratch.

  • 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 Create Budget.
  3. Select a fiscal year.
    Note: Realm Accounting notifies you if you already have budget data for the year you select. If you continue, the existing budget will be overwritten.
  4. Click Continue.
  5. Select No amounts. Start with a blank budget.
  6. Click Continue.
  7. If you want to download a CSV and create your budget using a spreadsheet, leave Download Budget Worksheet selected. If not, clear the check box.
  8. Click Create Budget.
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Last updated: October 3, 2023