Budgets Lobby
The Budgets Lobby gives you an overview of every budget configuration.Key Features
- View all configured budgets
- Search and filter budgets
- See key details for each budget:
- Name
- Budget amount
- MTD spent
- Forecast
- Budget period
- Configured triggers
Budget Configuration Actions
- Edit – modify an existing budget
- Duplicate – copy a budget
- Delete – remove a budget
- Share – share budget details with teammates
You can also create new budgets directly from the Budgets Lobby.
Budget Configuration
Define the Budget
Set the period (start date and duration) and enter amounts manually, or upload a CSV for bulk entry.