Create an Annual Budget

To Create an Annual Budget:

  1. Navigate to Budget from the Home page.
  2. Click Create from the left-side menu.
  3. Enter the Budget Year.
  4. Click on the short-name of a Fund. 
  5. Enter the Yearly Budget for each line item in the Fund. 
    • CommunitySuite will divide the amount listed within each line item by 12 to create a monthly budget. 
  6. Click Update.

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