Budgets

Create a New Blank Budget

To create a new budget:

  1. Select a Project or the Uncategorized section in the left panel.
  2. Click the NEW BUDGET button.
  3. Select NEW BLANK BUDGET.
  4. The system creates a new “Untitled Budget” in your current folder.
  5. Click the budget name to select it.
  6. Begin typing to overwrite the name of the budget.
  7. Press ENTER to commit the budget name.

A screenshot of the New Budget drop-down menu with "New Blank Budget" selected.

Budget Names

Budgets must have unique names in each project or folder. If a budget has a duplicate name you may be prompted to rename. Or, it may be appended with “_1” or another number.

Budget Versions

With the Version feature, a new copy of a budget version is automatically created in your project folder with an appended “_1” (or another number). Go to the section on Versions for more details.

Edit Budget Name

  1. Click to select a budget.
  2. Click to EDIT.
  3. Edit the budget name.
  4. Press ENTER or TAB to commit your change.

You can also just select the budget by clicking once (not double-clicking). Then, start typing the new name for that budget.

The EDIT button also lets you change the SA Project ID. Go to the section on Accounting Integrations for more details.

Open a Budget

To open a budget, double-click a budget name.

Duplicate a Budget

  1. Click to select a budget.
  2. Click the DUPLICATE button.

Note: The system then creates a duplicate budget in your current folder with an added "_1" or another number to keep budget names unique.

Move a Budget

  1. Click to select a budget.
  2. Click to MOVE TO PROJECT.
  3. Select the project from the dropdown.
  4. The budget moves to the selected project.

Archive a Budget

  1. Click to select a budget.
  2. Click to ARCHIVE.
  3. The budget moves to the ARCHIVED section

Note: The budget is still a part of the current folder but hidden from the normal view.

Restore a Budget

  1. Click on the Archived section of the Open Budget window.
  2. Select the project containing the archived budget .
  3. Select the budget.
  4. Click RESTORE.

Note: The budget now displays in its original project in the My Projects section.

Delete a Budget

Note: A budget must be Archived before deleting.

  1. Click on the Archived section of the Open Budget window.
  2. Select the project containing the archived budget.
  3. Select the budget.
  4. Click DELETE.
  5. Confirm by selecting Delete Budget.