Solutions
BUDGET PLANNER:
- Login to owner/company profile
- after landing on the dashboard
- scroll down & click on ‘Budget Planner’
Description:
- Name
- Budget Period (monthly/quarterly/half-yearly/yearly)
- Year
Furthermore, bifurcated figures can be assigned in a monthly manner to each of the income & expense categories.
Example - income (maintenance sales, product sales, etc.) & expense (rent, travel, etc.).
See below
Further, the list comes with 3 action buttons: view, edit, delete (as seen above in image 1)
Below are all the screens for ready reference:
view
Description:
As seen above, the budget is divided into various categories of income & expense with specific figures in a periodic manner which are also compared with the actual figures.
- Time period (Half yearly)
- Allocated budget (Budget)
- Actual cost (Actual)
- Income and its categories
- Expense and its categories
- Net Profit/Loss figures
Edit
Description:
As seen above, the budget is divided into various categories of income & expense with specific figures in a periodic manner which are also compared with the actual figures.
As seen above, the following elements are available when you ‘edit’ an entry:Name
Budget Period (monthly/quarterly/half-yearly/yearly)Year
Income & Expense categories with amount fields
Delete
Description:
An entry can be deleted from the system
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