How to Create a Master Budget Using FinanceIQ

Log in to LiveFlow
Navigate to app.liveflow.io and log into your account.

Access FinanceIQ
From the LiveFlow dashboard, go to the FinanceIQ section and click "Create Budget."

Set Up Your Budget
Enter the following details:

Once completed, click "Continue."

Add Departments and Assign Budget Owners
Click "Add New Department" to set up each department within your organization. Assign team members who will be responsible for entering budget information.
​Example:

Once completed, click "Continue."

Assign Accounts to Departments
For each section of your Profit & Loss (P&L), assign relevant accounts to the appropriate departments. This ensures accurate tracking and responsibility alignment.

Publish Your Budget
Once everything is assigned and reviewed, click "Publish Budget" to finalize and activate your master budget.