- To begin building a project budget, head to the "Finances" tab and click on "Budgets":
2. Click on "Add Budget" and enter your start/end dates, name of budget, and allocated amount:
3. Once you've saved your budget, you can make deductions by adding expenses in the "Ledger" tab:
A. Click on "Add Transaction"
B. Enter the details of your expense
C. Select the budget this expense will deduct from
D. Click "Save"
4. You can review your budget progress by clicking back to the "Budgets" tab and selecting the dropdown arrow:
Note: Removing an expense from a budget does NOT delete the transaction for good. Its simply disassociates the expense with that budget.