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Budget Tool

Use the Budget Tool to create budgets, enter planned values, compare them against actual data, and review budget performance in reports.

Written by Jimmy Chowdhury

Create a New Budget

  1. Click Accounting in the left navigation menu.

  2. Click Budgets.

  3. Click New Budget.

  4. Enter a Budget Name.

  5. Click Add Link to associate the budget with a Company, Property, or Unit.

  6. Click Save.

If no link is added, the budget will include data for all companies.

Enter Budget Values

After creating a budget, you will see two main sections for each account: Actual Data and Budget Data.

Actual Data

The Actual Data section displays historical financial data. By default, it shows the previous three months, but you can adjust the time period using the dropdown.

Use the arrows to view additional historical data. Each month in the Actual section also has a menu that lets you copy historical values into your budget for future planning.

Budget Data

The Budget Data section is where you enter planned budget values.

You can enter values manually, or switch the dropdown from Month to Year to evenly distribute annual values across months.

Bulk Editing and Formulas

Use the menu beside individual budget entries or month headers to apply formulas.

Formula options include:

  • Applying the same amount across multiple months or accounts

  • Applying percentage adjustments

  • Applying fixed amount adjustments

Save Your Budget

Click Save Budget to save your changes.

Property Matrix will show a warning if you try to leave the page without saving.

View the Budgeting Report

To review budget details and compare actual values against budgeted values:

  1. Click Reports in the left navigation menu.

  2. Select Budgeting Report.

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