Accounting > Financial > Manage Budget
Update your Budget numbers across the board with just a few clicks. It’s fast, efficient and accurate.
Step 1. Navigate to Accounting > Financial > Manage Budget.
Step 2. Use the Search filters to locate the Budget you need to update.
NOTE- You can also do this when copying a budget to the new year.
Step 3. Click the Pencil icon to edit the Budget.
Step 4. Click the Detail tab.
Step 5. Check the box for the Budget item (or items) you want to adjust.
Step 6. Select the type of adjustment you want to make from the options below. In this example, we are increasing the Annual Assessments by 1%.
Step 7. Click the Apply button to make the adjustments.
Step 8. Click the Save button when all adjustments have been completed.
