Build the Organization's Budget

Build your organization's budget in Mazlo to track your actual spend against your budget in real time.

Introduction

Mazlo provides a structured way for sponsors to create budgets based on their chart of accounts. With a Budget, you can define spending guidelines for each accounting code and monitor your actual spend in real time, ensuring accountability and oversight across all organizational spending.

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Build the Organization's Budget

Step 1: Navigate to the Budget Tab in the Accounting Settings

Open Settings > Accounting > Budget.

Step 2: Select the Organization Account

Choose the organization's primary account from the dropdown menu.

Step 3: Set Budget Limits

For each accounting code:

• Set a maximum amount (required).

• Optionally set a minimum amount.

• As you tag accounting codes to transactions, you will track the actual spend in real time.

Save the Budget

Click Save to lock in your budget settings.

Track Actual Spend

As accounting codes are tagged to your transactions, Mazlo will automatically reflect the actual spend, allowing you to monitor your budget in real time.

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Contact Our Team

Please contact our team if you have any questions: [email protected].