1. Hover your mouse cursor over the "Budgets" link in the gray Navigation Bar, and click "Manage Budgets."
2. In the upper-left side of the web page, click the green "+ Add" button.
3. Select the Budget Type.
4. Enter the Budget Name.
5. Enter the Total Budget Amount (if Traditional was selected as the budget type). 
6. Select the Calculation Method for how you'd like the program to suggest awards (Traditional Budgets):
a. Dollar Value: This method will distribute awards based on the total budget amount and the total calculated need for all    students.  You're able to set minimum and maximum award amounts.  Please be advised that having a minimum and maximum of "$0" is the equivalent of not having either a minimum or a maximum.
b. Percentage: You're able to award based on a percentage of the tuition expense or the calculated need.
c. Tiered: You're able to set up tiers that will give specific award amounts if families fall into specific Household Refined Income or Need ranges.
7. Enter a Reserve Amount (Optional for Traditional Budgets): This feature allows some portion of the total budget to be set aside for a future date.  Immediately after entering a non-zero amount into this field, a Reserve Date field will appear.  The Reserve Date is when the allocated Reserve Amount is eligible to be used for awarding.  Run the budget on or after the specified Reserve Date for it to be applied.
8. Additional Settings (optional): You're able to distribute awards only to specific grades, Application Statuses, Family Codes, and Student Codes.  Please be advised that it is Smart Aid's recommendation to award only to families in the Verified status, as they've provided all their supporting documents and have been fully reviewed.
9. Scroll back up to the top of the web page, and click the blue "+ Add" button found in the upper-right corner.