Budgets

Budgets allow you to compare financial targets to actual figures. The Budgets form allows you to define the budgets you want to use in the company/fiscal year. You choose a budget with the allocation method that controls how the budget is to be distributed over the individual periods of the fiscal year. This is done in the Budget form. Use the Lines form to define the budget and what you want to use it for.

You can use the following options:

• Copy budget: Copy the budget details from a previous fiscal year to a new fiscal year.
• Import from Excel: Use this option to copy budgets created in Excel to Isah Finance.