Budgeting templates
How to view Budgeting templates
Viewing Budgeting templates
Select Budgeting / Budgeting templates from the Main section of the pulse menu -
Note
This is an example screenshot of the pulse menu.> Position of the menu items within pulse will vary according to available options and dependent on personal screen resolution.
or from the Main Menu select Budgeting then Budgeting templates -
or enter Budgeting templates in the Quick Launch Side Menu.
This will then show the Budgeting templates on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
on the top right of the page, then tick/untick the information you want to hide or display. Select the 
icon to sort these in alphabetical order.
Any column customisations settings will remain when the finder is refreshed.
How to edit Budgeting templates
Editing Budgeting templates
Select Budgeting templates from one of the options as shown above in Viewing Budgeting templates.
Select and open the Budgeting template to edit.
Select Edit.
Budget details
- Use side scroll bar to see all data.
Account details
Chart of Accounts
Select Save changes.
How to view Audit Logs
Viewing Audit Logs
Select Budgeting templates from one of the options as shown above in Viewing Budgeting templates.
Select an individual Template to view the Audit logs.
Select View audit log via the
option.
This will then show an Audit log
Updated November 2025