Where to add Budget information

1

Edit: I’ve found it. In case anyone else is looking for the same info:

  • Go to Reports
  • Click on “Profit and Loss Statement (Actual vs Budget)” report
  • Click on New Report
  • Select an Account, then enter the budget amount in the Amount field
  • Click on Add line and repeat for remaining Accounts
  • Click on Create.

New user here. Hope this isn’t too daft a question but here goes … there is a report named “Profit and Loss Statement (Actual vs Budget)”.

Can anyone tell me where do I go to enter the Budget figures that will appear in this report?

Thank you.

2

See also https://www2.manager.io/guides/11069

To enter a budget amount you follow the instructions you listed, i.e.

The actual amounts that the budget compares against are populated through your normal transactions. When you run the `Profit and Loss Statement (Actual vs Budget) report again then you will see the actual spent vs the budget and it % difference.

The “budget” in Manager does not operate like spending envelopes and is only a reporting function.