Creating a Simple Budget

A Simple Budget simply allocates a fixed sum of funds to each designated group. This approach allows groups to make payment requests directly from their total allocated budget. Don’t worry though, an administrator can make adjustments to the groups total allocated budget at any time!

Creating a Simple Budget

1. Navigate to Admin > Money > Budgets

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2. Click on Create Budget or edit an existing budget

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3. Edit the Budget Details:

   • Include the Name of the budget - be sure to include the timeframe and source in the name

   • Select Simple Budget as your Budget Type

   • Set a date for both the Budget Start Date and the Budget Archive Date

   • Select which Group Types or individual Groups are eligible for this budget

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5. Select the Budget you would like to edit

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6. Designate how much money each eligible group should be allocated

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7. Set up a Payment Approval Process

Please contact support@campusgroups.com with any questions