How to setup a Budget

1. Click Budgets on the left navigation menu.

2. Click Create New Budget tile

3. Enter a name and total amount for the budget.
  - To include GST in the budget amount, tick the GST option.

4. To limit the budget to a specific time period, tick the date range option and enter a start and end date. Then click "Create"

5. Select the budget you just created.

6. Click the Allocation tab.

7. Click Create rule.

8. Select whether to allocate a payment option or a specific program from the dropdown.

9. Select the relevant program or payment option.
   - To include past orders within the budget period, tick Apply retroactively.

10. Click Create.
   - Repeat steps 8 to 11 to add further rules to this budget.

11. Click the Performance tab to review current spend.

You'll know it worked when the Performance tab shows spend data updating in real time as orders are placed.