How do I create a new budget

I'm new to this part and I don't seem to have "Create a budget" under planning. So where do I find it?

Best Answer


  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited August 2021
    To create a budget, open the Budget view on the Planning tab.  The first time you create a budget, you select Getting Started.  Subsequent budgets may be created by selecting Budget Actions > Create new budget...

    Note:  If you are using the Starter Edition, the budget functionality is limited.
    HOWELL PAYNE Member ✭✭
    Thanks. Yes I'm using the Starter Edition and I did use it once so Getting Started doesn't show up now, I can't find it anyway. So I can't customize it? Maybe I can modify one of the existing budgets?
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Answer ✓
    Here it is in Stater edition:

    This is my website:
    HOWELL PAYNE Member ✭✭
    WOW, Thanks, I missed that.
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