- Information on planned budgets
Planned Budgets are a monthly/quarterly budgeting option where you have the ability to upload several months worth of future budgets into the Planned Budgets importing options.
How Planned Budgets work:
Let's say it's the month of May. Your budget start date is May 1, 2019, and the end date is May 31, 2019. To make sure that there is still an active budget automatically in place after the May budget ends, we want to import the June budget.
Once the May end date has passed, the budget for June would go into effect on the start date June 1, 2019.
- For instructions on how to do it, please see How to set up Planned Budgets.