Go to Setup > Financial > Budget Configuration.
This is where you will define your Budget record-tracking system. You will first create broad Budget Categories, and then define Budget Items within the Categories.
Budget Items can be linked back to the Account Codes you created earlier.
Elsewhere in Setup, you will see that you can assign Budget Items to other records, which will allow you to track income and expenses as they are added to events:
•Setup Event Template Functions (Costs and Rates), Attendee Registration Rates and Booths
•Setup Resources, including Setup Items, Staffing Items, Catering Configurations, Beverages Configurations, Miscellaneous Items, and Packages
•Attendee Type Budget Defaults for Registrations, Presenter, Accommodation, Travel & Resources
•Exhibitor Type Budget Defaults for Registration, Booth & Resources
When you are ready to set up your budget, you can follow this two-step process:
