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Set a custom Budget Name Field

In Templates, go to the "Budget Information" section.  Select a dropdown or a text field you want to set as the "Budget Name" and save your changes. Now, when creating a new budget you can just type a desired name, for ex "Project ABC 2021", or choose a pre-determined name through a drop down, for ex one of many accounting codes you use.

Setting a custom Project Name

Setting a Custom Project Made

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