How to create a category/class/location wise budget

Joiin takes in category/class/location data from Xero and QuickBooks automatically (as well as any budgets you have for the categories/ classes/ locations). 

If you would like to add additional budgets for these see the following: 

You may find it useful to view our user guide video on creating a category/class/location-wise budget, which can be found here

   1. Click on the Budgets tab on the toolbar to the left

   2. Click Add Joiin budget

 3. Name your budget and select the Company and Currency 

 4. Select the Category/class/location for your budget

 5. Enter the data for the budget by either using a CSV upload via a template provided for you or by manually entering the data into Joiin.

6. Confirm that the values are correct and select Add Budget to save your work

You can find more information on entering data manually and preparing a data file here

For more information on how budgets are handled within Joiin, please see our user guide article, found here

When running a report that does not display categories/classes/locations, Joiin will still show the category/class/location specific budget. The budgeted value will be compared to the actuals of the account that it relates to.