You create the first budget as soon as you click on "Create your plan now" in the budget widget in the accounting overview. Any number of additional budget plans can be created via the button ("+") at the top of the budget widget.
There are three different ways to create a new budget in KLARA.
Create a plan based on the P&L statement
This option creates a budget based on the P&L statement of an existing fiscal year. In the next step, you can select which fiscal year should be used.
Create a plan based on a budget
An existing budget is copied here. After that, adjustments can be made to the copy. This option is very useful for creating budgets for different scenarios. In the next step, the expected revenue and the costs can be specified. By default, the values of the budget that was selected as the basis are shown there. If you change the values, all values in the budget will be adjusted proportionately. The relationships between the accounts and tags, as well as between the months, are retained as in the copied basic budget.
Create a plan
The third option creates a completely empty budget.
In the next step, the expected revenue and costs can be specified for all variants. By default, the values of the budget that was selected as the basis are there. If you create the budget based on a P&L statement, the values are taken from the P&L statement.
If you change the values, all values in the budget will be adjusted proportionately. The relationships between accounts and tags as well as between months are kept as in the basic budget.
The budget can then be configured. Here is a description of how you can proceed.