You are new to Condo Expert and are struggling to create a budget?
Do not worry, you are not the alone!
Here are the steps for creating your budget:
- Check that you select the correct company;
- Click on the tab “Finances” and the sub-tab “Budgets”;
- Click on “Add”;
- At the top right, select the duration of the budget (annual, monthly, etc.) and its recurrence;
- Enter your income and your expenses. which is divided by type;
- If one of your income or expenses is not provided, you can add it;
- Click on “Finish”;
- Your report is now available. Click on “Print” in the top right corner;
- You can select the report you wish to have and what it should include and exclude;
- Click on “Print” or on “Send” depending on the action you wish to perform.
If need be, you can ask for a demonstration!