---
title: "Budgets Overview"
slug: "budgets"
description: "Overview of the R365 Budgets module: create P&L and balance sheet budgets from prior year actuals or blank templates with permissions."
updated: 2025-10-08T03:44:44Z
published: 2025-10-08T03:44:44Z
canonical: "docs.restaurant365.com/budgets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Budgets Overview

Budgets in Restaurant365 allows users to build and customize budgets to meet the needs of their organization. The comprehensive features of R365’s advanced budgeting platform are designed to cater to the unique requirements of the restaurant industry, helping businesses achieve greater financial control and profitability. Budgets can be used for both balance sheet and profit & loss accounts and can be created from prior year actuals, from a previously created budget, or from a blank template. This article provides an overview of Budgets in R365 with links to specific articles covering every aspect of budgeting in R365.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1701cbde-225b-4639-ba79-60a2aa0e959e.png)

---

## Security

Budgets permissions are found in the permission tree as follows:

- General Ledger
  - Budgets
    - View Budgets
    - Edit Budgets
    - Create Budgets
    - Delete Budgets

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

****To create a new budget:****

From the top ribbon, click **create** then **budget.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-323G29UY.png) The [Advanced Budgeting page](/doc/docs/budgets-page) opens.

****To view existing budgets:****

1. Open the **Accounting** application.
2. Click **General Ledger** to open the folder.
3. Click **Budgets.**
4. Click the desired budget.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W6AJ0SMO.png)

---

## Budget Parameters

This article explains how [Budget Parameters](/doc/docs/budget-parameters) are used to configure new budgets.

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## Create a New Budget

[Budgets can be created](/doc/docs/creating-a-new-budget) for both P&L accounts and balance sheet accounts and can start with blank values, prior year actuals, or be copied from another budget.

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## Advanced Budgeting

The [Advanced Budgeting Page](/doc/docs/budgets-page) article details all of the fields and parameters used to create or edit a budget.

---

## Budget Account Details

This article details all of the fields and parameters in [Budget Account Details](/doc/docs/budgeting-account-details-screen).

---

## Completing and Updating Budgets

Once a budget has been created, it must be completed. This article explains how to [Completing and Updating Budgets](/doc/docs/completing-and-updating-budgets).

Access rights granted to users or user roles that dictate what actions they can perform within the system.