Creating a Budget

Building a Budget

Go to Accounting > Management > Budgets → Create.

Budget Header

• Budget Name – e.g. "FY2026 Operating Budget" or "Q3 Marketing Budget".
• Responsible – who owns this budget.
• Start Date / End Date – the budget's overall period.

Adding Budget Lines

Each line ties a Budgetary Position to a Planned Amount for a specific sub-period:

1. Click Add a line.
2. Select the Budgetary Position.
3. Optionally select an Analytic Account to scope this line to one department, project, or cost center rather than the whole company.
4. Set the line's own Start/End Date (can be the full budget period, or a sub-period like one month, if you want month-by-month granularity).
5. Enter the Planned Amount.

Use several lines with monthly sub-periods (rather than one line for the whole year) if you want the Theoretical Amount comparison to reflect a realistic, non-linear spending pattern (e.g. higher marketing spend in Q4).

Approval Workflow

1. Build the budget in Draft.
2. Click Confirm to submit it for approval.
3. An approver clicks Validate to lock it in as the active budget for tracking.
4. At period end, mark it Done.