Summary

"My Budgets" provides a list of budgets of current company. You can set your current budget. Also if you are company admin you can edit, copy or manage budget status.

Getting Started

To begin, click the "My Budgets" icon in the main menu bar.

Alternatively, you can access it from the dropdown menu by clicking the budget name in the header. 

Budget Access

Forekit supports 2 access mode on each budget.

• Reader:
  • Read access to budgeting page.
• Editor:
  • Edit access to budgeting page.
    • Can add, edit, delete subledger module.
    • Can set and reset of linked subledger module.
  • Full access to dashboard page.
  • Full access to weekly cashflow page.
  • Full access to opening balance page.
  • Full access to scenario analysis page.

My Budgets : Member View

This list displays your accessible budgets under your current company.

Selecting a Budget

To switch your current budget, click the "Select" button of a budget row in the list.

You can also directly jump into the main budgeting page of a budget by clicking the “Select and Go Budgeting” button.

My Budgets : Admin View

This list displays all budgets under your current company.

Total Limit

Forekit allows up to 10 budgets under a company.

Change Orders

Admin can change orders of budgets. This order is mainly used for the Scenario Analysis budget orders.

Click "Change Orders" button and use the up/down arrows for changes. Click "Save" button to save the changes.

Adding New Budget

Admin can add a new budget.

Click "Add" button and fill up the fields. Click "Create" button to submit. 

You can refer to the [Budget Details] for more information.