Home → Campaign Manager → Financial - Functions → Budgets

11.4. Budgets

Budgets

Budgets can be used to track revenue and expenses for a particular time frame, like a calendar year or election cycle, or for a specific event, like a fundraising dinner.

To use budgets effectively, all receipt and disbursement transactions should be assigned a category during the transaction data entry process. Categories can be accessed through the Settings menu.

Budget reports can be found in Reports >>> Standard Reports.

Adding a New Budget

Budgets can be accessed through the Financial menu. Click New Budget. Enter a name and date range and then Save. If this is for a single event, you can use the date of the event as both the start and end date.

Once the budget is created, you can then add revenue and expense categories to track expected versus actual income and expenses.

Editing a Budget

To edit a budget, choose the budget from the list on the left. You can edit the name and dates and click Save or you can edit the category amounts using the Edit pencil. If you are only editing category amounts, you do not need to click Save.

Deleting a Budget

To delete a budget, chose the budget from the list on the left and click Delete.

Note that you may see a warning message about transactions being associated with the budget. The transactions themselves WILL NOT be deleted when you delete the budget.