Learn Monthly Budgeting

Created by Taylor Reed, Modified on Fri, 5 Jul, 2024 at 9:38 PM by Taylor Reed

Start Budgeting

To start a budgeting of current budget, click the following menu icon  on the side menu.



Selecting Statements

The budgeting page supports 3-way forecasting. You can switch the current budgeting statement between Profit & Loss, Balance Sheet and Cashflow statement.



Export Excel

To export the current statement into excel file, click the Export Excel button. You can use the downloaded file from your web browser. The image below is Chrome browser example.



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