Create a budget

Create a budget#

For: Manager | Admin You’ll need: Manager or Admin role.

You’ll create a budget for a date range, optionally scoped to a single location. A budget owns its own start and end dates — there’s nothing to set up first.

Open the form#

  1. Go to Company → Budgets in the header.

  2. Click ‘Create budget’ in the top-right.

Fill in the form#

  1. Set the ‘Start date’ and ‘End date’ the budget covers. The end date must be on or after the start date.

  2. (Optional) Pick a ‘Location’ to scope the budget to one location. Leave it empty for a company-wide budget.

  3. Enter the ‘Labor budget’ — the maximum planned labor spend.

  4. Enter the ‘Revenue target’.

  5. (Optional) Add ‘Notes’.

  6. Click ‘Save’.

Verify it worked#

The new budget appears at Company → Budgets.