How to add a budget item

You can add budgeted expenses into your ClarityNOW portal, expenses you know every year you will be paying out. Ex. Client parties, billboards, MLS fees

Adding a budget item 

1. Log into your ClarityNOW portal 
2. Click Portal Dashboard
3. Click Business Planning
4. Click Budget Model
   1. Based on your economic model you will see the funds allocated for the current year & the expense percentage projections
5. On the left side you will see Add New Budget Item
   1. Select a P & L Category 
      1. Compensation
      2. Lead Generation
      3. Occupancy
      4. Communication & Technology
      5. Automobile
      6. Supplies/Office Expenses
         
   2. Enter an expense description (what is the expense for?)
   3. Enter the amount of the expense monthly
   4. Enter the amount of the expense annually
   5. Click Add Expense  

Budget Model Summary 

1. A breakdown of your budget model is available after you have expenses input, from here you can edit or delete them. 
2. A detailed summary of expenses is broken down by category, allocation, and annual/ monthly amounts