If you haven't already set up a budget in your portal, now is the time to do it!

Budgets are forward looking so you won't be able to look back on the full year if you don't have it established now.

Now is the perfect time to establish one and it is easier then you might think.

Simply base your budget on your spending history and use the "Auto-Budget" utility. Don't have a lot of history established? No worries, start with what you have and make simple adjustments.

Already have a budget? If you do, the Auto-Create will not be available.

When you go to the Budget Tab your budget and spending will be reported. Simply adjust the blue budget numbers to what makes the best sense for you.

Another option is simply to delete all of the budget categories. When your budget is gone you can use the Create Auto Budget to establish a fresh start.

Give us a call and we can help you through it.

Join our Client Portal Tips email distribution list. Simply let anyone on our team know and we'll take it from there!

If you ever get stuck, contact Jennifer for expert help!