Navigation: Client Administration > Search for an Existing Client > Edit Client > Budget > Budget Items > Add a New Item

This guide explains how to add a new individual line item (such as a source of income or a specific expense) to a client's budget.

Important Note on Budget Types

The ability to add new, custom items depends entirely on the Budget Type you are working with.

Instructions by Budget Type

For a "Standard" Budget

You can freely add custom income and expense items to a Standard Budget.

Step-by-Step Guide:

1. From the "Budget Items" screen, click the Add a New Item button.
2. Complete the fields as described in the reference guide below.
3. Click Save.

Field Reference Guide ("Add Item" Screen)

Action Buttons

• Save: Click this to add the new item to the budget.
• Cancel: Click this to discard the new item and return to the previous screen.

For an "NCR" Budget

• The "Add a New Item" function is not available for this budget type. The line items are pre-defined by the standard NCR template and cannot be customized.

For an "NCR Detailed" Budget

• New items cannot be added using the "Add a New Item" button. All income and expense entries for this budget type must be made directly into the specific, pre-defined fields on the main "NCR Detailed Budget" screen.