Tech Forum Archive

Adding a new Budget Category...

3 postsstarted by cdawardclerk-p40 1,834 viewsoriginal topic

cdawardclerk-p40
New Member
#1
I need to add a new subcategory to our Budget (i.e. parent). Do I go to view/edit Budget in MLS and then click on 'Add' and type in the new name and then 'Save'?
aebrown
Community Administrator
#2
cdawardclerk wrote:I need to add a new subcategory to our Budget (i.e. parent). Do I go to view/edit Budget in MLS and then click on 'Add' and type in the new name and then 'Save'?

Close. It's actually in View/Update Categories. Make sure you first click on Budget (so MLS will know what the parent category is), then click Add and type in the new name. There is no Save button in this context; you just hit Enter after typing the new name.

Once you have added the new subcategory, you can go to View/Edit Budget to enter the budget allocation for that subcategory.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
cdawardclerk-p40
New Member
#3
Thank you Alan.