--- title: How Do I Create a Budget? description: You can create a budget for your project from within your Contact's or Job's file to calculate your profits. --- [Skip to content](https://support.jobnimbus.com/how-do-i-create-a-budget#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en) 3. [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy?hsLang=en#legacy-budgets) # How Do I Create a Budget? ## You can create a budget for your project from within your Contact's or Job's file to calculate your profits. Budgets is becoming Profit Tracker! [Click here to learn more.](https://support.jobnimbus.com/how-can-i-track-my-job-costs?hsLang=en) **Note:** This is a feature that must first be [enabled](https://support.jobnimbus.com/what-are-budgets-used-for?hsLang=en) through your account settings. To create a Budget: - Navigate to a Contact or Job record - Select the **Payments & Invoices** tab - Click the **+ Create** button at the top right and select **Create Budget** from the list ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-08-04%20at%2010-47-09%E2%80%AFAM-png.png?width=1516&height=601&name=Screenshot%202025-08-04%20at%2010-47-09%E2%80%AFAM-png.png) This will pull up the Budget Builder. ![Budget - Budget Builder](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Budgets/UI%20Lipstick%20Update/Budget%20-%20Budget%20Builder.png?width=688&name=Budget%20-%20Budget%20Builder.png) Here, you can: 1. Choose a **price** from which your budget will calculate, either by using an existing Estimate or manually entering the dollar amount. 1. Learn how to directly convert an Estimate into a Budget [here](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-estimate-to?hsLang=en#budget). 2. Adjust the **date** that the Budget was created. 3. Add **line items**. 1. These line items are pulled from your [Products & Services](https://support.jobnimbus.com/how-do-i-add-products-services-to-jobnimbus?hsLang=en), either by copying them over from an Estimate or manually adding them. Products & Services will use the price and cost you entered in to help build your budget. You are unable to add new products or services using Budgets, like you can when creating an Estimate, for example. 1. **Tip**: To delete a line item from a Budget, hover over the field to reveal an X on the left side. 4. Record **commissions** to be paid out to your team members. 5. **Save** your Budget so it records under the "Financials" tab of the associated record. You will be automatically directed to an overview of the newly created Budget. When adding a line item to your Budget, use the description field to enter your product or service. As you type the item name, a list of your saved products will populate from which you can choose. You can then decide to calculate off of a custom **percentage** or a **specific** **dollar** **amount**. ![Financials - Budget Line Item](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Budgets/UI%20Lipstick%20Update/Financials%20-%20Budget%20Line%20Item.png?width=562&name=Financials%20-%20Budget%20Line%20Item.png) When adding a Commission, use the description field to enter in the commission details. Choose to calculate the commission off of a custom **percentage** or a **specific** **dollar** **amount** of either the job's **total price** or **[gross profit](https://support.jobnimbus.com/what-is-net-vs.-gross-profit?hsLang=en)**. Select who the commission will be paid out to, whether that be no one in particular, the Sales Rep associated with the job, or another specified team member. ![Financials - Budget Commission](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Budgets/UI%20Lipstick%20Update/Financials%20-%20Budget%20Commission.png?width=556&name=Financials%20-%20Budget%20Commission.png) After you have added the commission to your Budget, you can update the details by editing the line item should you need to change the way it is calculated. ![Budget - Builder Commission](https://support.jobnimbus.com/hs-fs/hubfs/Support%20-%20Knowledge%20Base/Knowledge%20Base%20Import/Budgets/UI%20Lipstick%20Update/Budget%20-%20Builder%20Commission.png?width=688&name=Budget%20-%20Builder%20Commission.png) Check out [this article](https://support.jobnimbus.com/how-do-i-pay-out-commissions?hsLang=en) for details on marking commissions as paid. - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - 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