New Budget

Adding a budget
  1. Select Budgets in the Manage Bar.
  2. Click the "+" button in the Item Editor or select Action > Add Budget. The New Budget Item sheet appears.
  3. Configure the following options:
  4. Click Done. A new record will appear in the Budget view of the Workspace.
Editing a budget
  1. Select the budget you want to edit.
  2. Click the gear icon in the Item Editor, right-click on the budget and select Edit Budget, or select Action > Edit Budget.
Deleting a budget
  1. Select the budget you want to delete.
  2. Right-click on the budget and select Remove Budget, or select Action > Remove Budget.