1. Select Tools/Budget
2. Select the year that you are budgeting from the drop down menu on the upper left corner of the screen. Note: If the year that you want to create a budget for is not there, select "Create New Budget" on the upper right of the screen and select the appropriate year or copy from a Budget previously entered into PTAEZ.
3. Double click on the category that you would like to add a budget amount to or highlight an category and select "Change Amounts" on the bottom left of the screen
Note: The Bold lines under Fundraisers/Programs are the names of your individual Fundraisers/Programs. The non Bolded lines underneath the Bolded lines are the Categories you have assigned to that Fundraiser/Program. If more than one category is assigned they will all be listed underneath the Bolded Name of the Fundraiser/Program
4. Insert the budgeted amount by:
· Typing amount in the "Annual Total" field where it will be evenly distributed to each month, or
· Individually enter the amounts into each month where it will add up each month and automatically populate the annual total Note: It is recommended you enter totals by month where possible for events that occur during that specific month. This will provide a more accurate Budget to Actual report.
5. Click "Ok" and repeat steps 3-4 for each category that you want to budget
6. When finished select "Save Budget"
Note: You can print your budgets by selecting "Print" on the bottom of the screen. Be sure to Save any changes to your Budget before printing.
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