Hi Desiree,
My apologies for the delayed response as I was on vacation. We have just started to look at that too so I may not be of much help, however, here is a good link,
https://maximosecrets.com/2020/04/21/budget-monitoring-1-of-3-an-overview/. I am guessing there are others who have utilized this application that may be able to help.
Adam
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Adam Ames
Kwik Trip, Inc.
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