> ## Documentation Index
> Fetch the complete documentation index at: https://support.caleido.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a budget

> Create a new budget in the budget panel, set its name, period, status and model end, and add your first budget item on a report.

You create a budget in the budget panel. You give the budget a name, a period and a status, and then build it on a report by adding budget items.

## Open the budget panel

Use any of these:

* In the sidebar, click **New** and select **Budget**. The budget panel opens with a new, empty budget
* On a report table, open **Actions** and select **Data** > **Budget panel…**
* On a page that uses one budget for the whole page, click the budget name in the top bar and select **New budget**

## Create the budget

**1. Name the budget**

In the budget panel, click **New budget**. In the **Create budget** window, type a **Budget name** (for example *Rolling 2026*) and click **Create new**. Budget names must be unique.

**2. Set the details**

The budget details open in the panel. Fill in:

* **Short name**: a short label that keeps report column headers readable
* **Start date** and **End date**: the first and last month of the budget period
* **Status**: **Draft** while you work on it, **Approved** once it is confirmed
* **Set as default**: makes this the budget everyone sees by default
* **Lock budget**: prevents edits to the budget and its budget items

**3. Set the model end**

Under **Model settings**, **Model start** follows the start date. Set **Model end** to the last month that recurring budget items are generated for. It must be on or after the budget end date.

**4. Save**

Click **Save**. The panel returns to the budget list.

> [!NOTE]
>
> Set **Model end** to the same month as **End date** unless you want recurring budget items to continue past the budget period, for example for a rolling forecast.

## Show the budget on a report

A report table shows the data of one budget at a time.

* On a workbook tab, pick the budget in the table's budget selector
* On other pages, click the budget name in the top bar and select the budget

Read more in [Manage budgets](https://support.caleido.io/guides/budgeting/manage-budgets.md).

## Add your first budget item

1. Make sure the report shows a budget column.
2. Click an empty budget cell on the row you want to budget, for example January on a revenue account.
3. Type an amount.
4. Press Enter for a one-time budget item. To make it recurring instead, press Arrow down, type *freq* in the field helper, press Enter, select **Monthly**, press Enter and press Enter again on **Apply**.

Caleido creates the budget item on that row and saves it automatically. The row decides the item type and account. If Caleido can't tell the item type from the row, the new budget item opens in the **Overview** panel instead. Check the **Item type**, **Frequency** and **Start date** there and click **Save**.

See [Budget in the report grid](https://support.caleido.io/guides/budgeting/budget-in-the-report-grid.md) for everything you can do in the cells.

You can also open **Actions** and select **Add** > **Create budget item…**, then choose an item type.

To fill a budget quickly from last year's actuals, use the [budgeting wizard](https://support.caleido.io/guides/budgeting/create-a-budget-from-actuals.md). To fill it from a spreadsheet, see [Paste budget figures from Excel](https://support.caleido.io/guides/budgeting/paste-from-excel.md).

## Related

* [Edit budget items](https://support.caleido.io/guides/budgeting/edit-budget-items.md)
* [Copy a budget](https://support.caleido.io/guides/budgeting/copy-a-budget.md)
* [Manage budgets](https://support.caleido.io/guides/budgeting/manage-budgets.md)


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