Joiin will draw in any budgets that users have saved in QuickBooks and Xero automatically.
However, if required you can create a group budget or additional budgets in Joiin. Data for budgets in Joiin can be entered using 2 methods. One will include entering each value to the cells provided within the budget creation page. The other option would include filling out a template in Excel and reuploading this to Joiin. More on both of these methods can be found below.
To create a budget within Joiin:
1. Go to the Budgets tab on the left side toolbar
2. Select the blue Add Joiin budget button
3. Enter the details for your budget (Eg: Budget name, currency, company/category, start and end date)
- When entering details, you will have the option to apply this budget for all companies (a group budget) or a single company.
When the companies box is left blank, the budget will apply to all companies. Otherwise, the budget will apply to the selected company.
Entering budget data
You can enter your budget data into Joiin in one of two ways, via an Excel/ CSV upload or manually.
CSV/ Excel Upload
There is an Excel template provided within the file drop box located on the Add Joiin budget page. To download the template:
1. Click Download template, highlighted in blue
2. Select which companies Charts of Account's you would like included in the budget
3. Set the start date for the budget
This will produce an Excel sheet that shows all of the accounts from the selected companies and all of the relevant months along the top row.
4. Fill out the Excel template with values
5. Save the Excel template (ensuring it remains as a CSV file)
6. Drag the file into the file drop box provided on the Add Joiin budget page
This will bring in all of the values on your CSV file into Joiin, where you can review and edit any value for any month. Once this has been checked over, press Add Budget to save your work.
Manual data entry
- Users can enter data by adding an account within Joiin and then manually entering each month's value. This is done by:
1. Click the Add account button, as shown below
2. Select the account that you would like to enter budget data for
3. Enter the values for this account and repeat
For a more information on getting your budget data into Joiin, see our Creating a Budget user guide
Once a budget has been saved, users can go back to this at any point to edit. This is done by going to the budgets page using the left-side toolbar. After, click the name of the budget or the Edit button to edit the budget.
You can then apply budgets to your report using the budget toggle, found underneath the currencies box.
For more information on managing budgets within Joiin, please see our user guide article here