Create Cash Simple Budgets

1. Navigate to the Program Setup > Budgets area.

2. Select the Create budget button followed by the Single budget option.

3. In the Create Budget screen, provide the following details:

   1. Provide a name and description.

   2. Select Cash in the Type field.

   3. Enter the cash value you want to allot to the budget in the Budget total field. This value can be increased later if needed.

   4. Specify who will be responsible for disbursing the funds in the Processor field.

      Note: The Payment Processor is the party (i.e., Client, Client and YourCause, YourCause) that is responsible for processing grant payments. The options shown will depend on the client's settings. Learn more.

   5. Optional - Provide an Account number.

      Note: This can be any unique ID to use for Accounts Payable integration and reporting. Learn more.

   6. Optional - Click on the Select tags button to assign system tags to the budget to aid in filtering and reporting.

      Note: For more information, see Add Tags to Budgets.

4. Click Save to create your budget.

Once saved, your budget will open in the Budget Detail view and added to the Open Budgets tab on the Program Setup > Budgets page. From here, you can edit the budget's configuration and details.