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Budget Planning

Eptura Knowledge Center

Budget Planning


In Lightning, there are Budgets and Budget Accounts.  The budgets hierarchy works like this:

Budget > Budget Accounts

With each budget account, you may choose to set budgeted amounts on a monthly or annual basis.  

  • Set an annual budgeted amount, to be divided equally amongst the 12-months in your fiscal year.
  • Once divided equally, you can raise or lower any individual month, in anticipation of periodic heavy or light demand on your expenses

- OR -

  • Manually set the amount you wish for each month in question.  Only those months you touch will have the budgeted amount.   
Budget Planning

Open the Account you wish to budget for by going to:

Settings >> Budget Accounts

Select the desired Budget Folder on the left side of the page.  This will display all Accounts associated with that budget.

Now move to the top/center of the page, and click on BUDGET PLANNING to begin budgeting.

Create a Month-By-Month Budget Amount
Create a Yearly Budget Amount

The default when you open Budget Planning, is to establish a monthly budget.  The current month will appear on the screen, with all Active accounts for the chosen budget.

Enter the budgeted amount for each account, then click the < arrows >next to the month to proceed to the next month.

Wash. Rise. Repeat.


Click on the second calendar icon (top right corner) to change to Adjusting Yearly Budget Amount.  The amount you enter on each account line will be divided equally across the 12-month fiscal year.NOTE: If you don't select []This will override all monthly budgets the change will only be applied to those months without a previously entered budgeted amount.



View Last Year Budget Amount

Simply click on the desired Budget Account, and the previous year's total Budgeted Amount and the actual Expenses will appear on the right side of the account line.



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