MB iHelp – Budget Designer

The Budgeting Process

1. Create Budget in Budget Designer
2. Print Budget in Budget Reports
3. Seek approval from Finance committee
4. Copy approved Budget to Transaction Entry Form
5. Start entering transactions in the Transaction Entry Form

1. Select Budget or Rename Selected Budget
2. Add New Line Item, after Editing Line Item Click the Update button
3. Delete a line in the list that you have selected
4. Clear contents of the New Line-Item form.
5. Show or Hide Calculator
6. Total Budget amount
7. After Budget has been approved click the Copy Budget to Transactions Entry Form button
8. Create a New Blank Budget or copy Current Budget to a new Budget Year