Budget Details

Created by Taylor Reed, Modified on Tue, 9 Jul, 2024 at 1:03 AM by Taylor Reed

Summary

When you create a new company with default budget, or when you create or copy a new budget under My Budgets, we provides same configuration fields.


Budget Fields

Forekit supports the following fields of each budget.


Budget NameDisplay Name
Use Sample DataAdd general income/cost budgeting modules on sample actual ledgers.
Budget Start Option
From Start Month, After Latest Actuals (Budget starts from next month of last actual).
Budget Start MonthRequired for budgeting if you select "From Start Month" option.
Actual Term (Monthly)Required for budgeting.
Budget Term (Monthly)Required for budgeting.
Budget Term (Weekly)Required for weekly cashflow forecasting.

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