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Budgets - How to Create a New Budget Version

This guide shows how to create a new budget version in Counta for scenario planning, change tracking, and performance comparison.

Step by Step Guide:

1. Navigate to Accounting > Budgets > Budget Setup.

2. Click 'Budget Versions'

3. Click 'New Budget Version'

4. Enter the Budget Version Name

5. Define the actual month results to include in the new budget version by selecting a month from the drop-down box 'ACTUALS UP TO ACCOUNTING MONTH'.

6. Enter a SORT ORDER to determine the position of the BUDGET VERSION in the list of Budget Versions.

7. Once done, click 'Save'