Please note: You need to set up Manage Categories first, before adding a new Budget.
When in Manage Budgets, to add a new Budget:
1. Click on the blue + Add New Budget button in the top right corner of the screen:
2. The Create New Budget page will then open, as shown below.
3. Begin by entering a Budget Name* (mandatory fields are marked with an asterisk*).
4. Select a Budget Type* (one or multiple can be selected, you can also 'Select all'):
- Catering
- Equipment
- Events
- Maintenance
- Miscellaneous
- Staff
- Training
5. Enter a Budget description (optional).
6. Select a Budget Category* (one or multiple can be selected, you can also 'Select all'):
- The selection here will be based on the categories you have entered in Manage Categories.
7. Enter a Start Date* and End Date* for the Budget.
8. Enter an Estimate Forecast* for the Budget. To assist with this, you may like to click on the blue 'Use menu for costing button':
9. When you select 'Use menu for costing', you will see the pop-up below:
10. Selecting a Menu from the drop-down list will auto-fill a Menu cost per bed per day (CPBPD):
11. Enter Number of Residents* (this will affect the Cost per Resident per day calculation). Depending on the Budget you are creating, this number may be different to the number of Active Residents in your Site.
12. The Budget Duration and Forecast Cost per bed per Day will calculate automatically based on the above information.
13. If you would like to mark this as your main budget, click the radio button: 
14. If you wish to change your Estimated Forecast, click the link 'Refresh estimate calculation' and this will clear the Estimated Forecast field. If you don't want to change your Estimated Forecast, move to step 16.
15. If you have changed your Estimated Forecast, enter a new etr Enter your new Estimated Forecast.
16. Click Save.
Click here to learn how to add expenses to your budget.