This article outlines how budgets can be created in Equinox to track the spending on cases and ensure the spending remains within a set amount.

Budgets are configured on the Finance tab > Budgets.

The Budget menu lists the names of any budgets in your system. You can search for particular budgets using the filters across the top of each column.

You are also able to create new budgets on this screen.

Please see the following articles for more information:

• Create a Budget
• Allocate a Budget to a Case
• View/Update a Budget
• View a Budget on a Case