Budget Overview*

Written by Dana Kinsey

Last published at: May 1st, 2019

Use Budget to enter your foundation's annual budget. When utilized, this feature will help you create budget reports to track your goals. Budget totals are based on your financial year. 

In order to create a budget, each Fund that is included will need the "Budget" checkbox selected.

Here is an example of a budget for an Operations Fund (SD-OP) budgeted by line item.budge