Creating A Budget Goal

Budget goals allow you to track your yearly/monthly income against a budget goal you set for your organization. After inputting a new budget goal, you'll be able to see a new bar and section in the Compare Chart.

Example Below:

Step-by-Step Guide for Creating a Budget:

1. Navigate to the Budget Section
   • From the left-hand menu, click on the "Budgets" tab.
   • This takes you to the main budget management page, where existing budgets are displayed.
2. View an Existing Budget
   • On the main budget screen, you can see a list of previously created budgets.
   • Click on a specific budget (e.g., "General") to view its details, such as giving statistics and donor engagement levels.
3. Create a New Budget Goal
   • To start a new budget goal, click on the "Goals" button, located on the left sidebar under the "Analysis" section.
   • Then click. on the "+ Goal" button, located on the top right.

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   • Fill Out Budget Details
     • Enter the relevant information for your new budget. Common fields may include:
       • Budget Name (e.g., "2025").
       • Target Amount to set the giving goal.
         • If your budget goal is based off of calendar year, put in your Total Budget amount (Example: $2,000,000), after inputting your goal, you're able to split monthly or split seasonally.
         • Selecting the Split Monthly option will take your goal and divide it evenly among the 12 months. Following the example of $2,000,000 the monthly will be $166,666.66 for each month. You may have to add a few cents to certain months to have it be your exact budget.
         • Selecting Seasonally will take your budget goal and will have a higher goal amount in statistically higher trending months and lower during the off season of giving (ie: without a high recurring donor amount, we see a dip in the summer months).

         • 

         • If your budget goal is based off of calendar year, put in your Total Budget amount (Example: $2,000,000), after inputting your goal, you're able to split monthly or split seasonally.

     • FISCAL YEAR ONLY

       • Within the Budget dashboard, go over to settings within the Sidebar

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       • From there, scroll down to the month start button and select which month your fiscal year starts.

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   • If your budget goal is based off of a fiscal year, put in your Total Budget amount (Example: $2,000,000), after inputting your goal, you're able to split monthly.
   • Below is an example if your Fiscal Year starts in March. Take out the numbers in January and February for 2024 and then create a new goal. In the new goal put in the numbers you took our for 2024 and put them in 2025.

• Save the Budget
• Once all details are entered, click the "Add Budget Amounts" button to finalize your budget.

• The new budget will now appear in the budget list, where it can be tracked.