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How can I create Budgets in Zoho Books?

To create budgets,

  • Go to the Accountant module and choose Budgets.
  • Click + New Budget in the top right corner.
New Budget
  • Enter the details such as Name, Fiscal year, Budgets period.
  • If you want to associate reporting tag to the budget, click Create this budget for a specific reporting tag and associate the tag under Select Tag.
  • If branching is enabled, select the branch for which budget is created in the branch field.
  • Select the Income and Expense Accounts.
  • If you want to include Assets, Liabilities, and Equity accounts in your budget, click the Include Assets, Liability, and Equity Accounts in Budget option.
  • Click Create Budget.
  • Next, you can record the budgets for the account selected.

Note: Read more about the various methods of entering value to the budget.

  • Click Save.
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