When you select more than one Budget line Item. The 'Remaining Balance' of the selected Budget line item(s) is NOT auto-populated in the 'COST' field.

  • Enter an amount in the 'COST' that is appropriate for the Planner tag created. Click on the 'Add' button to create the tag after adding all other values in the relevant fields.


  • Once the Add button is clicked the Rollup tag is created successfully.

Last Updated: Dec-10-23