Pluto

Budgets

What Is the Budgets Feature?

Key Roles in a Budget: Owner, Spender, Admin

Understanding Budget Visibility and Permissions

Getting Started with Budgets

How to approve a budget?

Setting Budget Frequency: Daily, Weekly, Monthly, Yearly, and Annually

Recurring Budgets and Spend Cycles Explained

Assigning Budgets to Individuals or Departments

How to Set Start and End Dates for Budgets

Guide on how to create, manage and assign a budget

Creating and Managing Budgets

Assigning Expenses to a Budget

How to View Budget Records

Using Budgets Effectively

Approving Budget Transactions (Admin Guide)

Budget Approvals and Workflows

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