Creating Budgets with Future Start Dates

It's now possible to create Budgets with start dates in the future. This functionality has been built into the budget creation form and can be used for one-time and repeating Budgets. To learn more about how to set future start dates, follow the directions below. 

Setting Up Future Start Dates

1. Complete steps 1 through 4 of "Creating a Budget"

2. On step 5, you'll select how you want to set up your Budget cycle. Click "Custom."

3. Select your budget type (repeating or one-time). 

4.  Move the "Starts in Future" toggle to on. You'll then be allowed to set a start date for your repeating or one-time budget at a future date.

5. Finish filling out the form to select the duration of your budget cycle and click Next. 

6. Finish completing steps 6 through 10 of "Creating a Budget." 

7. Your budget will now be set to start at a future date.

NOTE: Until your Budget launches, you will see a yellow (pending) icon next to your budget's name (on the main dashboard client cards), in the "Budget Status" column, and on each budget page in the upper right-hand corner of the screen. Once the Budget has launched, the Budget Status icon will turn green.