Budget Templates Workspace

Use this workspace is to create budget templates by creating budget template headers in the Budget Template tab and associated budget template lines in the Budget Template Lines sub-tab.

When the budget template is fully set up, use the Create Budgets From Template action to create finance budgets from the template budget. If needed, use the Delete Budgets And Reopen Template action to delete all associated finance budgets; you can edit the template.

You do not use this workspace on its own; use it as a building block in other, bigger workspaces.