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Create a Budget for a Task

You can add a budget amount to a task by following the steps below:

  • Click the calculator icon to the right of a task                              
  • Choose a concept for the task from the drop down list 
  • Click the gray 'Create task' button
  • Enter the dollar amount of your planned expense, and your final expense
  • Click 'Save' when the information has been filled out
  • This information you included will now be added to the description section under that specific task