Create a budget

Create a budget#

For: Admin You’ll need: Owner or Admin role (a manager can view budgets but not create them).

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. In the sidebar, go to Company → Budgets.

  2. Click ‘Create’ in the top-right. (On an empty list the button reads ‘Create budget’.)

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. This field is required.

  4. (Optional) Enter a ‘Revenue target’.

  5. (Optional) Add ‘Notes’.

  6. Click ‘Save’.

A worked example#

‘Start date’ 2026-09-01, ‘End date’ 2026-09-30, ‘Location’ Zürich, ‘Labor budget’ CHF 48’000, ‘Revenue target’ CHF 200’000 — a 24% labor-cost target for September at one location. Leave ‘Location’ empty for a company-wide budget. Amounts are in the company currency.

Verify it worked#

The new budget appears at Company → Budgets.