EventPro Planner Manual

Budgeting

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Budgeting

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Budgeting

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Click to expand/collapse textBudget Options
1.Budget by Month: Check this box if your budget is calculated by month.
2.Number of Budgets: If you do not budget by month, you can create multiple budgets.  Enter the number of budgets, and type in the name of the budgets under Budget Names below.
3.Record Actual Amounts for BILLED Items Only When Paid: Check this box if items should be posted to the actual amounts only when paid.  In other words, when this option is checked, the actual amounts shown in the budget will be calculated based on paid items only, not on items with a charge owing.
4.Budget Totals Include Taxes: Check this box if budget totals should include taxes.
Click to expand/collapse textBudget Periods

If you chose to budget by month, select the month with which the budget period begins.

Remember, if you make any changes you want to keep, ensure that you click the Save button.

Clicking Cancel will revert to the previously saved settings.