Track your capital expenditure budgets with accuracy by using budgets in Happy Asset: CapEx & Renos.

Budgets are set on a per-property basis. Our comprehensive reporting will allow you to aggregate reporting across the whole, or select properties, within your portfolio. This step is recommended to be completed before Capital Projects and Unit Renovations are added, so that a Budget can be applied when any project is created.

How to Create a Budget

Step 1: When in a property, navigate to Budgets 

Step 2: Select ‘+ New Annual Budget’ in the top right-hand corner



Step 3: A window slides out

  • Select Kind
    • Note that Exterior Projects corresponds with Capital Projects
  • Enter Financial Year
  • Enter Amount
    • Note that this can be adjusted at any time

Step 4: Click Save



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