Create a budget

This feature is available only for those that subscribe monthly to our Accounting and Reporting services. 

If you are NOT a monthly subscriber and would like more information, please view: How to upgrade to add Accounting and Reporting features to my Autobooks account.

Autobooks makes it easy to enter in a budget that can be tracked against actual income and expenses for your business. 

Navigate to Accounting from the left side menu. Click Advanced in the upper navigation tabs, then click  Budget.  

You may create a Budget for a specific Period or by Fiscal Year by selecting your preferred budget period radio button.

After you have the timeframe selected, enter your budgeted amounts for the accounting categories as needed. Click Save Budget to apply the your updates.


You can compare your budget versus your actual spending by viewing the Budget report. You can find your Budget Report in the Reports section of Autobooks.