How to Add a Budget Item

Overview

You can add budgeted expenses into your ClarityNOW portal — expenses you know you'll be paying every year, such as client parties, billboards, or MLS fees.

Adding a Budget Item

1. Log in to your ClarityNOW portal
2. Click Portal Dashboard
3. Select Business Planning
4. Click Budget Model
5. Review funds allocated for the current year and expense percentage projections
6. On the left side, find "Add New Budget Item" and complete these fields:
   • P&L Category — Choose from: Compensation, Lead Generation, Occupancy, Communication & Technology, Automobile, Supplies/Office Expenses
   • Expense Description — Explain what the expense covers
   • Monthly Amount — Enter the monthly expense figure
   • Annual Amount — Enter the yearly expense total
7. Click Add Expense to save

Budget Model Summary

After entering expenses, you'll see:

• A breakdown of all budget items with edit and delete options
• A detailed summary organized by category, allocation, and annual/monthly amounts for comprehensive financial planning visibility