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Creating an alternative budget

In the user interface, you can create 1-4 alternative budgets in addition to the operating budget. Naming convention is free so you can give whatever name suits best in your needs.

  1. Properties > select a property > Financial info tab
  2. +ADD button > Budget
  3. In the pop-up, fill in at least the mandatory fields:
    • Name (anything else but "budget")
    • First and Last budget year
    • Copy base information from (actual or budget)
    • Base information according to (year or copy last 12 months)
  4. Click Create to save your alternative budget.


Related articles

Introduction to Budgeting functionality

Data sources for budgets

Creating an operating budget



Editing budget types (admins only)

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