You want to create on or several budget templates for your organization. Find out how to do it in this article.
Click on you organization name at the top left of the screen.
In the left menu, go to "MANAGE", then click on "Budget Templates".
Click on "New template". Enter a name for your template and click on "Add".
Your budget template has been created. You just have to edit your budget.
If you don't know how to enter your revenue/expenditures lines, please read our article How to enter revenue line in my budget? and How to enter expenditure line?
- All the budget templates created by your organization or for specific events appear in this list.
- The budget template created can be used for all the events of your organization.
- You can create as many budget templates as you want.
- You can create budget templates directly in your event. To do it, please read our article How to create one or several budget templates for my event?