Create the Template and Set Up Basic Information

Use these steps to create a budget template.

To create a template:

1. Click to create a new template, or to create a template based on existing template.
2. On the Information tab, complete fields such as Name, Description, and Budget Type to indicate basic information about the budget, as displayed on the following screenshot.

   

   Note: Access levels shown in the Access Control field use the same functionality as core Maconomy. This means that if you need any access controls specific for budgeting purposes, you must create these controls in core Maconomy.
3. Click Save.