Overview:
Budgets are financial allocations set for law firms or matters to manage spending effectively.

Steps to Set Budgets:

Navigate to Finances > Budgets
 

Create/Edit Budgets:

• Click Add Budget to create a new budget.
• Fill in the Description, Field, Value, Period Start Date, Period Length, and Amount fields.
• Provide details such as quarterly or yearly allocations.
  
   

Save and Monitor:
Compare budgeted amounts with actuals and forecasts. In order to see budgets, check the Show Budgets checkbox in the left pane.