Owner / manager
Read budgets and manage transactions
Move from annual totals to transaction details and forecasts.
Where to go : Owner workspace → Budgets
Before you start
Choose the year and property, or all properties. Prepare supporting documents for transactions.
Available actions depend on your role, plan and the record’s current state. This manual explains how to use the product; legal topics are covered in the resource centre.
Step by step
Open Budgets and check the year and selected scope. Displayed totals depend on those choices.
In the list, search by label, counterparty or reference; filter by month and flow type.
Add a transaction with property, date, amount, currency and income or expense type. Add category and useful supporting details.
Use the annual table to compare categories. Open a cell to inspect the transactions making up the amount.
Review available charts and forecasts. A forecast projects existing data; it does not guarantee future receipts.
Before editing or deleting a movement, check its origin and evidence. Do not assume a budget edit automatically corrects a rent due.
Check the result
You can explain a total using the transactions visible in the selected scope.
If something goes wrong
Unexpected total? Check year, property, month, currency, category and flow type. Clear filters to distinguish missing data from hidden data.