Budgets

Chapter: System Tools >

7.1. Budgets

To view Budget video tutorials, use the button below:

Creating a Budget

1.Select Tools > Budget

2.Select the year that you are budgeting from the drop-down menu on the upper left corner of the screen.

*Note: If the year that you want to create a budget for is not there, select "Create New Budget" on the upper right of the screen and select the appropriate year or copy from a Budget previously entered into myPTEZ.

3. Double click on the category that you would like to add a budget amount to.

*Note: The Bold lines under Fundraisers/Programs are the names of your individual Fundraisers/Programs. The non-bolded lines underneath the Bolded lines are the Categories you have assigned to that Fundraiser/Program. If more than one category is assigned, they will all be listed underneath the Bolded Name of the Fundraiser/Program

4.Insert the budgeted amount by:

a.Typing amount in the "Annual Total" field where it will be evenly distributed to each month, or

b.Individually enter the amounts into each month where it will add up each month and automatically populate the annual total

*Note: It is recommended you enter totals by month where possible for events that occur during that specific month. This will provide a more accurate Budget to Actual report.

5. Click "Ok" and repeat steps 3-4 for each category that you want to budget

6. When finished select "Save Budget"

*Note: You can print your budgets by selecting "Print" on the bottom of the screen. Be sure to Save any changes to your Budget before printing.