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Create a new budget


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles Budgets Create and edit a budget Create a new budget

Create a new budget

1. Open an existing Project or create a new one.

2. Click on Budgets in the Start tab.

3. Depending on what type of budget you want to create, choose one of the four budgets in the Edit tab: New Planned Expense, New Planned Revenue, New Actual Expense or New Actual Expense

Budgets - Ribbon Create New Budgets

 

4. The new budget document will immediately appear in the budget list under Expense or Revenue respectively.

Budgets - New Budget Appears

 

5. Edit the budget from the side panel

Budgets - Edit Budget

 

Budgets - Edit Budget Created By