How to Create a Budget For a Folder

To create a folder budget select the Budgets icon from the Apperio menu. 

Select New Budget to create a budget on the top right-hand side of the screen.

Enter the following details in the new budget tab page:

1. Set a name for the budget under the field Name.

2. Set your budget under a folder via the Folder tab.

3. Enter the Start date and End date.

4. Set the Amount for the budget and Click Set Budget.

To delete an existing budget click on the budget name from the budget list and select Delete on the top right-hand side.