Managing Budgets

Budget Management Training

• Budget Management Training Module

Adding Budgets

• How do I create a budget?
• Budget Bulk Upload: Making Edits to Existing Budgets
• How do I copy a budget?

Editing Budgets

• How do I change a budget?
• How do I change the owner of a budget?
• How do I transfer funds between budgets?
• How do I delete a budget?
• Budget Action Labels

Good to Know

• How do I export Budgets?
• Tracking Budget Changes through the Budget Change Log
• How does zero-based budgeting work in Shopperations?
• What's the difference between budgets and events?
• How Do I Find A Budget Quickly (using filters and search)?
• How can I see what events are funded by a certain budget?

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