How to Create a Budget Planner

Introduction #

The Budget Planner is a vital tool for managing your financial planning, allowing you to set income and expense targets for a specific period. This article provides a step-by-step guide on how to create and manage the Budget Planner in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to create a Budget Planner.

Steps to Create a Budget Planner #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Budget Planner
   • In the Accounting System, find and click on the ‘Budget Planner’ option.
4. Create a New Budget Planner
   • Click on the create button to initiate the creation of a new budget planner.
5. Enter Budget Planner Details
   • Name: Enter a name for the budget planner.
   • Budget Period: Select the budget period from the dropdown menu.
   • Year: Select the applicable year for the budget.
   • Income and Expense Budget: Enter the budgeted amounts for income and expenses.
6. Create Budget Planner
   • Once all information is entered, click on the ‘create’ button to finalize and save the budget planner details.

Conclusion #

Creating a Budget Planner in the Cosmic ERP Accounting module is a simple process that helps you set and manage financial targets effectively. Following these steps will help you maintain a clear and organized financial plan.