Monarch - How to add New Business into the Budget template

To add the New Business into the budget template, please follow the below steps:

1. Please navigate to Lists > Budgets. Under the budget column, please click on the budget year you would like to access.   
   • In the upper right-hand corner, there is a year selector. So you have the option to choose the year of the Budget Template that you are working on. By default it will be on the current year and is a sticky option.
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2. After selecting your Budget, you will be taken directly to the Budget's Entry Screen.   
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3. Click + Add Budget Item or New Business which is located at the bottom left corner of the page.

6. Fill out all the necessary information. Note: Please leave the field that you wish to enter the New Business empty. For the below screenshot, the Account item is empty because the new business is entered under this item.

7. Click Save and Finish or Save and add more items.

Keyword Search: New Business, Budget