How do I add a Budget?

Edit and View Budget access is required.

Step 1

Navigate to Settings Dashboard, select Budgets on the Side Navigation Menu.

Click Add Budget

If Add Budget is unavailable, your account might have reached the subscription limit for Budgets, or your Budget access is not Edit and View.

Step 2

Enter new Budget details and Save to finalize.

Select up to Five (5) Users as Approvers. The first User is the Primary Approver.