> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-budget-planner/user-guide.md).

# User Guide

#### [Understanding Budget Planner Entities and Relationships](/sage-crm-add-ons/crm-budget-planner/user-guide/understanding-budget-planner-entities-and-relationships.md)

#### [Creating New Budget](/sage-crm-add-ons/crm-budget-planner/user-guide/creating-new-budget.md)

#### [Creating a New Budget Line Item](/sage-crm-add-ons/crm-budget-planner/user-guide/creating-a-new-budget-line-item.md)

#### [Creating a New Drawdown Against a Budget Line Item](/sage-crm-add-ons/crm-budget-planner/user-guide/creating-a-new-drawdown-against-a-budget-line-item.md)

#### [Drawdown Approval Workflow](/sage-crm-add-ons/crm-budget-planner/user-guide/drawdown-approval-workflow.md)

#### [Changing the Amount on Budget, Budget Line, and Drawdown](/sage-crm-add-ons/crm-budget-planner/user-guide/changing-the-amount-on-budget-budget-line-and-drawdown.md)