Creating a Budget

I guess this is my point, I’m unable to follow those steps.

To create a budget, go to Reporting > Reports > Select Budget management.

I cannot select Budget management as it doesn’t exist .

Our subscription is Business Pro(says we can do budgets but no)

MMFNC

Hi. I have the same problem. I don't have the option for budget management, and it's not only me. My company's CEO doesn't have it on his account either. We use MYOB essentials and pay way more than the advertisement $8/month for business pro.

We want to create a budget plan.

Thanks in advance.

Hi, MMFNC

Thanks for your post, and welcome to the MYOB Community Forum.

When creating a budget, you will have three options. Please refer below:

• Creating a budget by importing budget data
• Creating a budget from another budget and
• Creating a budget by manually entering amounts

To create a budget, go to Reporting > Reports > Select Budget management. For further information regarding the three options mentioned above, you may check out the Help Article: Working with budgets.

Please let us know if further assistance is needed.

Best regards,

Doreen

Hi, MMFNC

Thank you for your response.

Kindly send us a screenshot of the reports window. This will help us further check the issue you're experiencing on your end. Make sure to remove sensitive information before posting in the Forum.

We are looking forward to your response.

Best regards,

Doreen

Hi, MMFNC

Thank you for providing the requested screenshots.

We highly recommend having the other users log in to the business to see if they can access the budget management report. Please let us know how it goes.

Best regards,

Doreen

Hi, MMFNC

We would appreciate the opportunity to address your concern further. Should you require additional assistance, please do not hesitate to contact us. We are eager to provide any support you may need.

Best regards,

Doreen

Hi, MMFNC

We hope this message finds you well. We have been awaiting additional updates from your end regarding the assistance request. As we haven't received any recent updates, we will be closing the case now. Please be assured that should you need further support, we are here to assist you promptly. Feel free to start a new post, and we'll be ready to address your concerns.

Best regards,

Doreen

Hi GusLopez,

Thank you so much for your detailed post and welcome to the Community Forum!

It seems the problem you're experiencing could be linked to your file access. I've sent you a private message with instructions to check certain aspects on the backend.

Looking forward to hearing from you soon!
Regards,
Earl

Hi GusLopez,

I would like to check if you're still having this issue? If so, feel free to post again and one of us will be happy to assist you.

Regards,
Earl