Overview of Budget Template Lines

Once users access this workspace, they see list of all budgets to which they have access.

Open a budget by double clicking it.

  • Budget Lines tab is the main tab, where all the information is automatically and instantly summarized.
  • Depending on the line assigned to particular account, you can type information directly into the budget or through one of the subbudgets.
  • White lines indicate they can be edited directly in Budget Lines tab. Gray lines indicate they are accessible through subbudgets.