How to Create Budgets and Sub-Budgets

How to Create a Budget

1. Navigate to the Cost Module using the Hamburger Button and selecting Cost.
2. Click on the Budgets dropdown and select Budgets to access the Budget Register.
3. Click on + Add Budget.
4. Enter the Budget Name, the Original Budget amount, and select the Status. If you would like to add additional Budgets, click on the + Add Budget button.
   
   1. To assign a Tag to your Budget, you may designate one tag per Budget.
   2. If you have added a Budget by mistake, click on the Trash icon to delete the Budget.
5. Once you have added your Budgets, click on Save.

How to Create Sub-Budgets

1. Navigate to the Cost Module using the Hamburger Button and selecting Cost.
2. Click on the Budgets dropdown and select Budgets to access the Budget Register.
3. Find the Budget you want to add Sub-Budgets to, click on the relevant Actions button and click Add and Edit Sub Budgets.
4. Enter the Budget Name, the Original Budget amount, and select the Status. If you would like to add additional Sub-Budgets, click on the + Add Budget button.
   1. To assign a Tag to your Sub-Budget, you may designate one tag per Budget.
   2. If you have added a Sub-Budget by mistake, click on the Trash icon to delete the Budget.
5. Once you have added your Sub-Budgets, click on Save.