Forum Discussion

MMFNC's avatar
MMFNC
11 months ago

Creating a Budget

Hi this has been quite frustrating to sort with support.

We use MYOB Business Pro and one of its features is Budgets.

I followed the steps that are available but my system doesnt seem to have this feature

I want to set up some budgets in my business pro account, the issue is I cant follow the steps to create a budget because when you go from step 1 reporting  to step 2 reports there is no step 3 budget management,infact there is no information in regards to budgets.

What are your thoughts regarding this,

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    11 months ago

    Hi, MMFNC

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    When creating a budget, you will have three options. Please refer below:

     

    • Creating a budget by importing budget data
    • Creating a budget from another budget and
    • Creating a budget by manually entering amounts

    To create a budget, go to Reporting > Reports > Select Budget management. For further information regarding the three options mentioned above, you may check out the Help Article: Working with budgets.

     

    Please let us know if further assistance is needed.

     

    Best regards,

    Doreen

    • MMFNC's avatar
      MMFNC
      11 months ago

      I guess this is my point, I’m unable to follow those steps.

      To create a budget, go to Reporting > Reports > Select Budget management.

      I cannot select Budget management as it doesn’t exist .

      Our subscription is Business Pro(says we can do budgets but no)

      MMFNC

       

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        11 months ago

        Hi, MMFNC

         

        Thank you for your response.

         

        Kindly send us a screenshot of the reports window. This will help us further check the issue you're experiencing on your end. Make sure to remove sensitive information before posting in the Forum.

         

        We are looking forward to your response.

         

        Best regards,

        Doreen

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