Forum Discussion

Ester21's avatar
Ester21
Member
2 months ago

Create budget

Hi there 

 

I am looking on the menu to create the budget but could not see anything to create.

Please kindly advise on where to go to see on the Account right plus for creating the budget.

 

Appreciate your prompt response.

 

Thanks 

 

Esty

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 months ago

    Hi Ester21,

     

    Totally get how that can be a bit confusing when you're hunting through the menus and can't spot the budget option. In AccountRight, budgets aren't created from the main menu. To set one up, head to Accounts > Accounts List > Budgets. From there, you'll be able to create and manage your budgets for the financial year. I've also popped a handy link here that walks through the steps in more detail, just in case: Budgets.

     

    Regards,

    Sai

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