Navigating to budget settings
Commander Finance offers two paths to the Budget Settings page:- From the Budget page in the sidebar, click the three-dot icon next to the page title—on narrow screens it appears below the title instead—and select Budget Settings from the menu.
- From the Settings page in the sidebar, select Budget Settings from the settings menu.
Opening the update cycle form
The Cycle section on the Budget Settings page displays your current cycle type, start date, and timezone. Click Update Cycle to open an overlay form where you can modify any of these three settings. The form displays all six cycle type options as radio buttons: Yearly, Quarterly, Monthly, Semi-Monthly, Biweekly, and Weekly.Modifying cycle settings
1
Pick a cycle type
Click the radio button for the cycle period you want.
2
Set the start date
The field accepts today’s date or any date in the past using the date
picker—Commander blocks future dates to maintain data integrity. For a
Semi-Monthly cycle, the start date is limited to the first or
sixteenth of the month; the picker disables every other day.
3
Set the timezone
Pick a timezone from the searchable dropdown—names are formatted by
city, such as New York or London.
4
Save
Click Save to apply your changes.