Under Accounting > Budgets, you can easily manage budgets by following these steps:
Creating a New Budget
Click the three-dot icon at the top-right of the page and select New Budget.
Enter a Budget Name.
Click Add Link to associate your budget with a Company, Property, or Unit.
If no link is added, the budget will include data for all companies.
Click on the Save button on the bottom right of the panel to create and save your new budget.
Entering Budget Values
Once a budget is created, you will see two main sections for each of your accounts
Actual Data (Left Side)
Displays historical financial data.
By default, it shows the previous three months, but this can be adjusted via the dropdown.
Use the arrows provided to navigate and view additional historical data.
Each month in the Actual section also has a three-dot menu that allows you to copy historical values directly into your budget for future planning.
Budget Data (Right Side)
Enter planned budget values manually.
You can switch the dropdown from Month to Year to evenly distribute annual values across months.
Bulk Editing and Formulas
Use the three-dot menu beside individual budget entries or the month header to select Apply Formula.
Options include uniformly applying amounts, percentage adjustments, or fixed amount adjustments across multiple months or accounts.
Graphical Insights
Visual graphs reflect entered data, illustrating trends over months or years.
A blue underline beneath a month or year header indicates existing data entries. No underline means no data is entered.
Saving Your Budget
Remember to save your changes by clicking the three-dot menu at the top-right of the page and selecting Save.
A warning appears if you attempt to navigate away without saving.
Viewing the Budgeting Report
Property Matrix has a report to show all of these values in more detail and compare the actual values to the budget. Use the Budgeting Report under Reports > Accounting to view detailed comparisons of actual versus budgeted values.
