Create a Budget

A budget is a structured forecast of fund allocation. Follow the instructions below to create a budget.

1. Navigate to Accounting, and then click Budgets. 
2. Click Add Budget.
   
   
3. Enter a Name, Fiscal Year, and Program or Supporting Service, and then click Create Budget. 
   • No two budgets can have the same name and fiscal year.
     
     
     
4. Once the budget has been created, fill out necessary fund information for each of your accounts. 
   • Click Distribute All to distribute the budget to all accounts at the same time.
     
     
   • Click the individual Distribute button on each account line to distribute it without distributing other account lines.
     
     
5. Click Save Budget.