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EventPro Software User Manual

Breadcrumb Trail: Budget Management

Use Yearly Budgets

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A Yearly Budget tracks income/expense from all financial items with Item Dates that fall within the set Budget Periods, regardless of which Events the Financial Items are linked to.

Follow the instructions below to set up and use Yearly Budgets:

Define Budget Years & Periods

Edit & View Yearly Budgets

Track Yearly Budget Numbers

Remember that a Yearly Budget is different from an Event Budget (which tracks all financial items linked to a particular Event, regardless of the Item Dates of the financial items). You can track either or both kinds of Budgets.

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