Budget and financial statement

The budget aggregates incomes and expenses per year: budget sets estimates, statement reports at year-end.

Steps

1. Go to Financial statements, select Budget tab.
2. Click + New budget and pick condominium + year.
3. Add line items with estimated amount and category.
4. At year-end, create the statement: the system imports actual expenses.
5. Automatic budget vs actual comparison with variances.
6. Generate PDF for approval assembly.

Related guides

• riparto spese
• convocare assemblea