Hi Zoe,

Thanks for using Sage City . I'm sorry for the delay in getting back to you!

If you're using Sage Accounting Partner Edition to manage a client, then unfortunately this application doesn't include a budgeting feature. That's something you'd need to be using Sage 50cloud Accounts Professional for. In Sage Accounting the Projects feature is an analysis type you can use to track expenses and sales (etc.) for a selection of transactions, your Profit and Loss, Aged reports and Nominal Activity reports can be filtered by analysis types to just show the data for those projects. Here's a link with some more information: https://help.accounting.sage.com/en-gb/accounting/reporting/analysis-type-reporting.html 

I hope this is useful.

Have a great day,

Anth

Sage UKI

Hi Zoe,

Thanks for using Sage City . I'm sorry for the delay in getting back to you!

If you're using Sage Accounting Partner Edition to manage a client, then unfortunately this application doesn't include a budgeting feature. That's something you'd need to be using Sage 50cloud Accounts Professional for. In Sage Accounting the Projects feature is an analysis type you can use to track expenses and sales (etc.) for a selection of transactions, your Profit and Loss, Aged reports and Nominal Activity reports can be filtered by analysis types to just show the data for those projects. Here's a link with some more information: https://help.accounting.sage.com/en-gb/accounting/reporting/analysis-type-reporting.html 

I hope this is useful.

Have a great day,

Anth

Sage UKI