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How to Create a Budget

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Creating Budgets

This video series helps outline how to create a budget. For written instructions on budgets, see Budget Basics

Note: Acuity released new UI branding in 2023. The content in this video still applies, but you will observe the colors are different, i.e. green vs. blue. Additionally, Claim/Matter tabs were condensed. Budgets now live under the Financial tab.