How to set a budget and compare it with actuals

Step by step

How to set a budget and compare it with actuals in Wink You, step by step.

1. 1

   From your dashboard, open the menu on the left, and choose Wink Accounting.

2. 2

   Under Setup, choose Budgets, then click Create Budget.

3. 3

   Choose the account to budget for, for example Food Cost.

4. 4

   The period is this month. Change the start and end dates if you need to.

5. 5

   Enter the budgeted amount, and click Save.

6. 6

   Each budget is listed with its account and period.

7. 7

   To compare, choose Budget vs actual under Reports.

8. 8

   Each account shows its budget, what you actually spent, and the difference.

9. 9

   Here you can see what is under budget, and what is over.

10. 10

    Budgets are spread by day, so any date range compares fairly.

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