Summary
You can create a new budget in KLARA by clicking "Create your plan now" in the budget widget, with three methods available: based on the P&L statement, copying an existing budget, or starting from scratch.
Creating a New Budget
To create a new budget, follow these steps:
- Click on "Create your plan now" in the budget widget located in the accounting overview.
- To create additional budget plans, click the "+" button at the top of the budget widget.
Methods to Create a Budget
There are three different ways to create a new budget in KLARA:
- Create a plan based on the P&L statement
- This option allows you to create a budget using the P&L statement from an existing fiscal year.
- You will need to select which fiscal year to use in the next step.
- Create a plan based on a budget
- This option involves copying an existing budget.
- After copying, you can make adjustments to the new budget.
- This method is useful for creating different scenarios.
- You can specify expected revenue and costs in the next step, with default values taken from the selected budget.
- If you change any values, all related values in the budget will adjust proportionately, while maintaining the relationships between accounts, tags, and months.
- Create a plan
- This option allows you to create a completely empty budget.
- In the next step, you can specify expected revenue and costs for all variants.
- Default values will be taken from the selected basis budget or the P&L statement if applicable.
- Similar to the previous methods, changing any values will adjust all related values proportionately, preserving the relationships between accounts, tags, and months.
Configuration of the Budget
After creating the budget, you can configure it further. For detailed instructions on how to proceed with the configuration, refer to the guide here.
FAQ
Q: What are the three methods to create a new budget?
A: The three methods are: creating a plan based on the P&L statement, creating a plan based on an existing budget, and creating a completely empty budget.
Q: What happens if I change the values in the budget?
A: If you change the values, all related values in the budget will adjust proportionately, while maintaining the relationships between accounts, tags, and months.