Budgets
Set spending and income targets by account and track against them.
How to use it
Open Budgets from the Accounting menu, click New Budget, set targets per account for the period, and save. Edit an existing budget from its detail page.
Configuration
Requires an existing Chart of Accounts to set targets against.
Details
| Menu location | Accounting menu, Budgets. |
| Who uses it | Owners and managers planning ahead financially |
| Prerequisites | Chart of Accounts |
Related pages
See which plan includes Budgets on pricing, or how Count My Bucks compares to QuickBooks.