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How to utilize the Budget Feature
How to utilize the Budget Feature

Budget Reports, how to set budgets for my business

Yzza avatar
Written by Yzza
Updated over a week ago


Go to Budget > + Create Budget

Fill in the following details:

  • Expense Category

  • Amount

  • Frequency

  • Roll over?


You can now view your budget in action Under the Budget tab

You can also print and view detailed reports regarding your set budgets by going to Reports. The reports related to budgets are Budget Detailed Report, and Actual Vs Budget Report.

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