Introduction:

If you are interested in using our budget control feature, follow these simple steps to get started. Please contact [email protected] to enable this feature.

 

Step-by-Step Guide to Set Up Budget Control:

Enable Budget Control:

Make sure budget control is switched on in your account. Contact our team for assistance in enabling this feature.

Prepare Budget CSV File:

Fill in your budget details in a CSV file. Refer to Understanding Budget CSV Column Headers for guidance on how to complete the file.

Access Company Settings:

Click on the settings cog located at the top-right corner of any page. From the dropdown menu, select "Company Settings".

Select Budget:

In the list of options on the left-hand side of the page, choose "Budget".

Import Budgets:

Under the section displaying your list of budgets, click on "IMPORT BUDGETS".

Choose CSV File:

In the pop-up box, click to select your CSV file. Navigate to where you have saved your budget CSV file and choose it.

Select Start Month:

Specify the first month for which you want your budgets to start.

Import Budgets:

Click on "IMPORT BUDGETS" to initiate the import process.

Save Changes:

To save your imported budgets, click on the "SAVE" button located in the bottom-right corner of the page.

For further assistance or more detailed information on filling in your budget CSV file, refer to our guide Understanding Budget CSV Column Headers.