Create the Template

The first step to setting up your budgets template is to create the template and enter basic information.

To create a template, complete the following steps:

1. Click New Template to create a new template, or Copy Template 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. Note that 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.