1. From Clients, search for the client 
2. Open the Financial Details menu, select Budgets
3. Click Add New and a pop-up will appear
   
   
4. Enter in a Title for your budget, followed by a Start Date and End Date
5. In the Budget field, enter in the total amount for the date range specified
6. In the Bank Accounts drop down, select the required bank account
   
   
7. Click Save to add the budget to the client

EDITIING A BUDGET

1. Click the edit button in the top right corner of the budget card
2. Amend the information as required, such as Start Date, End Date, Budget and Bank Accounts
3. Once amended click the Tick button to update the information or the X to abandon.

DELETING A BUDGET

1. Click on the 3 dots in the top right corner of the budget card
2. In the dropdown list that appears, click on Delete budget
3. In the pop-up that appears, click Confirm to delete it or Cancel to abort

ADDING A NEW SUB BUDGET

1. Navigate to the Budget page on your selected client
2. Select the Budget from the drop-down list at the top of the page
3. Click the Add New Sub Budget button
4. Enter in a Title for your sub budget, followed by a Start Date and End Date
5. In the Budget field, enter in the total amount for the date range specified
6. In the Bank Accounts drop down, select the required bank account
   
   
7. Click Save to add the budget to the client

EDITING A SUB BUDGET

1. Click the edit button in the top right corner of the sub budget card
2. Amend the information as required, such as Start Date, End Date, Budget and Bank Accounts
3. Once amended click the Tick button to update the information or the X to abandon.

DELETING A SUB BUDGET

1. Click on the 3 dots in the top right corner of the sub budget card
2. In the dropdown list that appears, click on Delete budget
3. In the pop-up that appears, click Confirm to delete it or Cancel to abort

ADDING A FINANCIAL PLAN TO A BUDGET

Only newly created Financial Plans can be added to a Budget, any pre-existing Financial Plans will need to be ended and created again.

1. From Clients, search for the client
2. Open the Financial Details menu, select Financial Plans
3. Click on the + button on either the Income or Expenditure card to create a new plan
4. Enter in all of the required details for the plan and in the Budget drop down, select the Budget you wish to assign the plan to.
5. If you have a Sub Budget, select this from the Sub Budget drop down that appears.
6. Click Save to create the plan or Cancel to abandon.

ADDING A ONE-OFF POSTING TO A BUDGET

1. From Finances, navigate to One-Off Postings
2. Click Add New
3. Fill in all of the required information for the One-Off Posting
4. In the Budget drop down, select the Budget you wish to assign to the transaction
5. If you have a Sub Budget, select this from the Sub Budget drop down that appears.
6. Click Save to create the One-Off Posting or Cancel to abandon.