Budget report
Feature 1: Budget Report Overview The Budget Report feature allows users to define, allocate, and monitor budgets for yacht operations and maintenance.
Key Function
Helps set financial goals and allocate funds appropriately.
Tracks budget usage across different expense categories.
Step-by-Step Guides
Go to Finance Module in the left side bar.
Select "Budget Report" to view or create a budget.
Double click on a cell to edit or add an amount.
Assign categories and allocate funds accordingly.
Save and monitor budget usage.
At the top of the page you can find a quick search filter where you can search by category.
You can select the currency you are working with
At the top right you will see dates, where you can choose your date range
You can download your budget report by clicking the export icon at the top left of the budget report > You can download in PNG/PDF/JPEG and SVG
To make your budget report more visiual there are different graphs to choose from. Click on the grapgh drop down icon top left of the budget report > choose from those options or select 'more'.
FAQs
Q: Can I adjust a budget after it has been created? A: Yes, budgets can be modified based on operational needs.
Q: How do I track multiple budgets? A: Use the filtering feature to view budgets by date, or currency.
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