AccountGo Budget Planner - WorkDo.io

AccountGo Budget Planner

User Type: Company Profile / Owner

A budget planner allows you to create budgets and assign them to people or projects. Each budget can be created for a different period: month, quarter, half a year, or a year.

Getting Started

To find this module, log in to the Company/Owner Profile. You’ll find Budget Planner in the navigation menu:

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There are four things you can do: create, view, edit or delete a budget. Here’s how each of them works.

Creating a Budget

It allows to create a budget by providing a few details:

  • Name (for example, client or project)
  • Budget Period (monthly/quarterly/half-yearly/yearly)
  • Year

You can then add the respective figures for each period for every income and expense category.

For example, you can use (see below example):

  • Income: maintenance sales, product sales
  • Expense: rent or lease, travel
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Every budget comes with three options – view, edit, delete (as seen in the first image).

View

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In the view mode, you can see the different categories of each budget with their respective figures (divided by period). The period shown will depend on that of a budget. The figures then get compared with actual figures reported in the system.

Each budget comprises of the following elements:

  • Time period (Half yearly)
  • Allocated budget (Budget)
  • Actual cost (Actual)
  • Income and its categories
  • Expense and its categories
  • Net Profit/Loss figures

Edit

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The edit mode allows you to change the following budget details:

  • Budget name
  • Budget period (monthly/quarterly/half-yearly/yearly)
  • Budget year
  • Income & Expense category names and their respective figures

Delete

This function allows you to delete an entry from the system.

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