The Budget Timeline tool is meant to offer you and your team flexibility with how and when your budget begins.

From anywhere in Postal, select the Profile tab in the top right of your screen, then select Account Settings and you will be brought to the page shown below.

Note: you will have to have Admin level permissions to access and make changes in the Account Settings area

From here you can head over to Budget Timeline where you will be given 3 different methods to choose from.


Method 1 : Calendar ( 3 months quarters starting Jan 1 )

Note: This is the default method for the Budget Timeline


Method 2 : Offset by Months ( 3 months quarters offset by # of months selected )


Method 3: 90 day Quarters ( starting on selected day )

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