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Create Budget Planer

Attention

Here in this example we have created a budgent planner only for Sales for a year. You can set the planner for mulitple categories like expense, sale, etc,.

  1. Login to your GstBillBooks(https://gstbillbooks.com/) application account.

  2. Choose Budget Planner on the left side menu.

  3. Click on the '+' plus button on top right side to create.

Proposal create button

  1. On the create page set the Name Period and Year and set the budget for the selected category.

Proposal create button

  1. Once done click Create at the bottom left side.

  2. View the budget from the budget list by clicking the Eye icon.

Budget view button

  1. On viewing the budget you can see the actual vs planned budget.

Budget view detail