Piggybank
Budget Management
Budgets are a really quick and simple way to track spend across your whole business. There are many different ways budgets can be configured, with no limits on how many are set up - bonus!
Click on images within this article for easier viewing.
Piggybank Dashboard | |
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Dashboard Overview | |
 | New Budget Select to get started in helping your tracking journey. |
 | Quick Search Use the search functions to find your set up budgets. The Active budgets checkbox will allow you to view budgets where today's date is outside of the budget start and end date. |
 | Budgets Each saved budget is displayed with the set up detail and tracking spend. Going from left to right, this section shows:
You will be notified of any disabled alerts within your budget: |
Editing, Copying, Reviewing & Deleting | |
 | Select Edit to make adjustments to a saved budget. Select Copy to duplicate a saved budget. A great time saver if you have similar budgets for different sites! Select Report to view 'live’ budget reporting. Select the X to delete a budget. Selecting this, you will be prompted for confirmation before the deletion takes place. |
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