Budgets in SwiftlyBooks

Make a budget

1. Press New budget and choose its Year.
2. Under For, choose the whole company, a branch or a tag.
3. Under Start from, choose an empty budget or a copy of another, and press Make it.

Fill it in

1. Type the amounts month by month, or press Fill from last year to start from last year's actuals.
2. On a row, press ⋯ to spread a year's total, fill the same each month, or bring last year's actuals.
3. Choose any account it lacks under Add an account.
4. Press Save. Nothing is kept until you do.

Approve it

1. Press Approve. An approved budget is locked.
2. To change it again, press Reopen.
3. With a second approver, whoever made or last changed it can't approve it.

Good to know

• Compare it with what happened in Reports, under Budget against actual.
• Download gives the budget as a spreadsheet. Fill it in and press Upload.
• Swiftly can draft one from last year's actuals and what you tell it. You check it and save it.

Related

• Reports
• Chart of accounts
• Tags
• Branches