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Create a Budget | Accounting and Bookkeeping Software | UK Compliant.
Budgets in Britixo allow you to plan, track, and compare actual performance against your financial goals. You can create budgets from scratch, use past data, or import them from other systems.
Create a New Budget
Go to Accounting → Budget .
Click New .
Click Next to proceed.
Enter the Fiscal Year , then choose either:
Profit and Loss , or
Balance Sheet . Click Next .
If Profit and Loss is selected → Choose:
Create budget from scratch , or
Create budget from previous year's actual data → Click Done . If Balance Sheet is selected → Click Finish .
Import a Budget
Click Import Budget .
Download the correct template by selecting:
Sample for the Month ,
Sample for the Quarter , or
Sample for the Year .
Fill in the template with your budget data → Save the file.
Enter the Year and Type (Profit and Loss or Balance Sheet).
Select the Excel File → Click Import .
If errors occur, download the Error File to review and correct mistakes.
Note: If the wrong type is chosen, the system will still show the import as successful, but the budget data will not display in that type.
Edit a Budget
Open the Budget tab .
Use the dropdown to select the budget you want to edit.
Make necessary changes.
Click Save to apply updates.
Delete a Budget
Use the dropdown to select the budget to remove.
Click Delete → Confirm deletion.
Review Your Budget
Go to Reports .
Select one of the following reports:
Budget Overview
Profit and Loss Budget vs Actual
Profit and Loss Budget Performance
These reports allow you to compare planned budgets against actual financial results.
With Britixo’s budgeting tools, you can manage your finances proactively, ensuring that your business stays on track with planned targets.
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- Create a Journal Entry
- Record a Transfer & Add a Vendor
- Create a Budget
- Bank Transaction Matching & Reconciliation
- Configure, Void, and Reprint Cheques
- Add, Approve, and Pay Bills with Cheques
- Calculate Gross Profit by Product
- Opening Balance for Customer and Vendor
- Pay Bill With Bank Payment or Credit Card
- Set Up Accounting: Chart of Accounts & Opening Balances
- Record Transactions: Journals, Bills, Recurring & Transfers
- Bank Accounts & Reconciliation (CSV Import) in Britixo
- Trial Balance, P&L, Balance Sheet & Tax In UK Accounting
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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All queries: Sales @ Britixo.com
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