Onit Documentation

How to Create a Budget Template (Legacy)

by Christina Moore Updated on

Records on the Budget App can serve as templates for future budgets. To create a new Budget template, launch the Budget App and click the Is Template radio button.

This will tell Onit you want this Record to serve as a template for future budgets. Once this Record has been created you should create Template Details to hang off the budget template. For example, fees and expenses template template would have two template detail Records, one for fees and one for expenses.

Previous Article Overview of Budgets in Onit (Legacy)
Next Article How to Request a Budget from a Vendor (Legacy)

© 2024 Onit, Inc.

docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.