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# I can create a Budget Sheet

${frame}[Creating Budget Sheet](https://julesai.clueso.io/embed/2498ebba-07b6-4b5e-9046-6c2079aec2a8)

Learn how to create a budget from start to finish, including key setup steps and tips on customizing important details. By following this guide, you'll set up a budget and optimize key values tailored to your workflow.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/1a06bd08-5c54-45cf-bebf-9cca6161d536.png)

**Step 1:** Open a purchase. It's also possible to start this process from the sales page.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/e42c625f-8154-4c11-abfc-a18931336f06.png)

**Step 2:** Go to the **Budgets** tab.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/4a44625a-a0c4-4de4-8147-038f17d90478.png)

**Step 3:** Click **Create a new budget**.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/34f5935a-223c-412c-948b-15d017352c08.png)

**Step 4:** Enter a name for your budget.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/cbba5315-a682-4d5a-bf86-f7d336ea70c7.png)

**Step 5:** Select a template. Templates can be tailored to your specific needs.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/491feb74-26fd-42ce-93f9-b235bb8a0526.png)

**Step 6:** Click **Create** to generate your budget.

**Step 7:** Review key KPIs like revenue, cost, commercial margin, net margin, and purchase details. At this stage, you can also link another purchase, add a new purchase, or customize columns.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/54d96ea7-4590-44d3-b782-16eee52dbaf7.png)

**Step 8:** To refine your calculations, add custom cost elements, such as a buy agent commission. These additions will automatically update your total price and margins.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/4c9c690b-7740-403b-8e2c-8dd8225a6d0f.png)

**Step 9:** When your margin sheet is ready, click **Save** to finalize the budget.

![](https://usercontent.us.prod.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2498ebba-07b6-4b5e-9046-6c2079aec2a8/9ec31f51-aad5-4bd5-98d7-8c6ba8ee6c62/images/bd2d5de7-2990-45d1-a0c6-387cf2c08bb3.png)