How to create a budget in Mgest? If you need to keep detailed control of your expenses and plan your income, Mgest is the perfect tool. In this article we will show you Step by Step how to create a budget in Mgest and take advantage of all its features to efficiently manage your finances. With Mgest you can view your income and expenses in a clear and organized way, set savings goals and track your progress over time. Don't waste any more time and start optimizing your finances today with Mgest!

– Step by step -- How to create a budget in Mgest?

How to create a budget in Mgest?

• Step 1: Log in to your Mgest account.
• Step 2: Go to the budget section.
• Step 3: Click the “Create Quote” button in the top right corner from the screen.
• Step 4: Complete the required fields, such as the budget name, start and end date, and budget description.
• Step 5: Add budget items, such as products or services, along with their corresponding prices and quantities.
• Step 6: Review the information entered and make sure it is correct.
• Step 7: If everything is in order, click the “Save” button to save the quote.
• Step 8: You can download the budget at PDF or email it to your clients directly from Mgest.
• Step 9: Remember that you can access and edit your budgets at any time from your Mgest account.

With these simple steps, you can create a budget in Mgest quickly and easily. Start organizing your finances efficiently and professional with this tool!

FAQ

Q&A: How to create a budget in Mgest?

1. How to access the Mgest platform?

To access the Mgest platform, follow these steps:

1. Opens your web browser and visit the site Mgest official.
2. Click the "Login" button in the top right corner of the home page.
3. Enter your Username and password in the corresponding fields.
4. Click the “Sign In” button to access your Mgest account.

2. How to enter the necessary data to create a budget in Mgest?

To enter the necessary data to create a budget in Mgest, perform the following steps:

1. Once you are logged in to Mgest, click on the “Quotes” tab.
2. Click the “Create quote” button located at the top right of the page.
3. Fill in the required fields, such as the description, products or services, and associated costs.
4. Click the “Save” button to save the entered data.

3. How to calculate totals and subtotals in a budget in Mgest?

To calculate totals and subtotals in a budget in Mgest, follow these steps:

1. After entering the products or services and their associated costs, Mgest will automatically generate subtotals for each item.
2. Additionally, the total budget will be displayed at the bottom of the page.

4. How to customize the budget format in Mgest?

To customize the budget format in Mgest, do the following:

1. Click on the “Settings” tab in Mgest.
2. Select the “Customize budget format” option.
3. Make any desired changes to the quote format, such as adding a logo or modifying the design.
4. Click the “Save” button to apply the changes

5. How to send a quote by email from Mgest?

To send a quote by email from Mgest, follow these steps:

1. Once you have created and saved the quote, click the “Send by email” option.
2. Enter the recipient's email address in the corresponding field.
3. You can add a personalized message if you wish.
4. Click the “Send” button to send the quote by email.

6. How to download a budget in PDF format from Mgest?

To download a budget in PDF format from Mgest, follow these steps:

1. Open the budget you want to download in Mgest.
2. Click on the “Download PDF” option located at the top right of the page.
3. El PDF file It will automatically download to your device.

7. How to duplicate a budget in Mgest?

To duplicate a budget in Mgest, follow these steps:

1. Go to the budget list in Mgest.
2. Find the quote you want to duplicate and click the “Duplicate” button next to it.
3. A copy of the budget will be created with the same data.

8. How to send overdue budget reminders in Mgest?

To send overdue budget reminders in Mgest, follow these steps:

1. Access the list of budgets in Mgest.
2. Search for expired quotes and select the ones you want to send.
3. Click on the “Send Reminder” option to send a reminder email to the customer.

9. How to track budgets created in Mgest?

To track budgets created in Mgest, follow these steps:

1. Go to the budget list in Mgest.
2. There, you will be able to see the status of each quote, such as whether it has been sent, accepted or paid.
3. You can also use the search filters to find specific quotes.

10. How to print a quote in Mgest?

To print a quote in Mgest, follow these steps:

1. Open the budget you want to print in Mgest.
2. Click on the “Print” option located at the top right of the page.
3. A print preview will open, where you can adjust settings if necessary.
4. Click the print button to print the quote.

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