Financials > Budgets lists every budget in a table with these columns: Name, Year, Frequency, Status, Modified date. Each year can have only one budget. To make a new budget, see Create a Budget.
Search and filter
- Type a Name or Year into the Search Budgets box at the top and press Enter to run the search.
- The Filter panel narrows by Name, a Year range (Min and Max), and Status (Active or Inactive). Click Apply to filter the list, or Reset to clear the filters.
- Sort opens a menu where you can order the list by Name, Year, Frequency, Status, or Modified, in Ascending or Descending order.
Row actions
Each row's Actions menu offers:
- Summary — opens a page that compares the planned and actual amounts for Revenue, Expenses, and Net Income (each shows Actual, Budgeted, and Variance), with a table of every account in the budget. For more, see How Do I View a Budget's Summary?
- Edit — change the amounts or add and remove account rows. The Year cannot be changed. See How Do I Edit a Budget?.
- Delete — remove the budget. See How Do I Delete a Budget?.
