You can manage different versions of your budget via Monitr (see Budget Versions). Use the droplist 'Budget Version' to select the budget you want to display or change. In this droplist you can also create a new budget version by clicking '+ new budget version'.
We recommend to upload your budget as a CSV file, but you can also manage your budget mannually in our user interface.
- Via User Interface
- Via CSV
- Select your budget version
- Set a period range
- All budget accounts are automatically filled in with 0 values per month. Adjust the numbers to your preference.
To upload your budget:
- Go to tab 'Forecasts'.
- Select simple budget
- A window will pop-up at the right side of your screen
- Select the budget version for wich you want to upload your budget
- Make sure the field Budget Account is completed for all rows. If this is not the case the Budget Account in your CSV-file was incorrect.