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Create a scenario

Learn how to create a scenario from scratch before building your data.

Written by Cristina Gruita

One of the first steps into building a budget is creating a scenario that will hold all your budgeting data.

To create a new scenario:

  1. Click Manage Budgets.

  2. On the left hand side of the screen, click the plus icon.

  3. Fill in the scenario name.

  4. On the Actions column, click Save.

πŸ“ŒNote: You can add notes to your scenario by clicking the notes icon , add your comments, then click Submit.

Once your scenario is created, you can start building your budgets:

  1. Select the scenario you want to populate.

  2. Click on the scenario.

You will now be able to start inputting your data.

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