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AliciaRoy
Level 8

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Hi there, Bob. 

 

I'd be happy to lend a hand with your budget. 

 

To create a budget, you can go to the Gear icon, select Budgeting, and click Add Budget. Once it's created, click Save, and then you should be back on the budgeting screen. As long as you give them permission, other users are able to enter data into the budget as well. 

 

If you'd prefer to export the budget to Excel and update it there, first, click the drop down arrow next to Edit on the budget. Select Run Budget Overview report. Click the Export icon (next to the Print icon) at the top right corner of the report. 

 

Please let me know if this is what you're looking for, or if there's anything else I can do to help. 

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