How to create a budget?

Modified on Tue, 3 Mar at 12:48 AM

Steps to follow to create a new budget:

Navigate to the Budgeting module on the left side panel.
Click the "Add New Budget" button at the top of the page.
Select a property or multiple properties from the dropdown menu.
Select the utility account or multiple utility accounts that you are looking to create a budget for.
Select the fiscal year.
Enter a name for your budget.
Select start month and end month dates.
(Optional) Click on Advanced Settings if you'd like to be more specific.
- Choose a projection method, manually select a date range for a control period, choose whether to include taxes in your projection, adjust tax rates, and/or adjust supply rates.
Click on Create Budget(s)