SettleWiseAccounting & QuickBooksReports and planning
RP-02Plan the season

Build and review a budget

The lodge plans the season account by account.

Track

Reports and planning

Phase

Plan the season

Starts with

No plan

Ends with

Budget in use

Enter one budget line and see it in the Income Statement.

Before you start

Sign in as
Owner, admin, or accounting with the Accounting add-on

Run the scenario

  1. 1AccountingSettleWise · Accounting → Budgets

    Add an amount for one account and month, then open the Income Statement.

    Expected evidence

    That month's Budget column shows the amount for the account.

Scenario completed

Budget in use

Season plan
Informal→Budget by account and month

If it does not match

  • If the Income Statement uses another budget, select this one for the period.