> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and edit budget products

> Maintain reusable product names, categories, unit prices and billing recurrence for company budgets.

**Audience:** MSP staff who maintain budgets, and Company users whose MSP has explicitly granted budget editing permissions and access to the relevant product. Your MSP manages permissions.

Open **Budgets > Budgets Menu > Products**. Catalog saves take effect immediately. Adding the resulting product to a budget is a separate step.

## Create a product

<Steps>
  <Step title="Check company scope">
    Check the company selector before choosing **New Product**. With one company selected, the form offers **Assign to \[company] only**. Select it for a company-specific product. Leaving it clear creates a shared product, subject to your access. Global View has no company assignment checkbox.
  </Step>

  <Step title="Enter the product details">
    Enter **Name** and a **Unit Price** of zero or more. Name is required; leaving Unit Price blank creates a zero-price product. Optionally set SKU, Category, Vendor and Description. Choose Uncategorized if no category is appropriate yet.
  </Step>

  <Step title="Choose the billing recurrence">
    Select **One-time**, **Monthly**, **Quarterly**, **Annual**, or **Custom**. For Custom, enter a whole-number **Interval (months)** from 1 to 60; six means every six months. Unit Price is the amount for one billing occurrence.
  </Step>

  <Step title="Create and verify">
    Choose **Create**, wait for the dialog to close successfully, and check the catalog row. Newly changed products move toward the first page. Cancel closes the form without creating a product.
  </Step>
</Steps>

<img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/budget-product-example.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=1c5fef35be384c1cc3a4606ab751a106" alt="New Product form with an illustrative managed backup service, a monthly price of 120 and annualized cost of 1,440." width="1024" height="1012" data-path="images/product/budget-product-example.png" />

*MSP example with invented, unsaved product details. Select the image to enlarge it.*

## Understand the annualized preview

Recurring products show **Annualized cost** in the form: Monthly multiplies Unit Price by twelve, Quarterly by four, Annual by one, and Custom by twelve divided by the interval. One-time products do not show this preview.

This is an annualized estimate. For intervals that do not divide twelve evenly, it is not a count of invoices in a particular year. Actual budget billing depends on the line's start, term and overrides. Review the [line billing settings](/user-guides/budgets/edit-line-items) after adding a product.

<img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/budget-product-recurrence.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=f48b6db5fefe665b88c0a66d91fa8ec4" alt="Product recurrence menu: One-time, Monthly, Quarterly, Annual and Custom." width="456" height="332" data-path="images/product/budget-product-recurrence.png" />

## Edit an existing product

1. Find the correct product and open its row **... > Edit**.
2. Change Name, SKU, Category, Vendor, Unit Price, Recurrence or Description. Set the custom interval if needed.
3. Choose **Save**. Check for an error, then reopen the row to confirm the intended values persisted.

The single-product form has no Product Group, setup-fee, currency or company reassignment field. Use [Bulk Edit](/user-guides/budgets/bulk-edit-products) for an available Product Group choice. Ask your MSP to review a scope mistake; changing the company selector does not reassign an existing product.

Edits affect the catalog record. They do not rewrite copied prices in existing budget lines or send a price update to a connected provider. Review unlocked budgets separately; approved budgets retain their locked baseline.

## Troubleshooting

| Problem                            | What to check                                                                                                 |
| ---------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| Create or Save is disabled         | Enter a nonblank Name and a valid Custom interval, and wait for any save to finish.                           |
| A price is rejected                | Use a finite number of zero or more.                                                                          |
| The product shows a zero price     | A blank new Unit Price defaults to zero; edit the product if this was unintended.                             |
| A recurring service shows One-time | Choose its recurrence explicitly; the new-product default is One-time.                                        |
| Changes did not persist            | Check the error, refresh and reopen the product. A closing dialog alone is not proof that every change saved. |
| No company assignment option       | Select one company before opening New Product. The option is not part of Edit Product.                        |

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How do I create a reusable product for budgets?">
    Open Budgets Menu > Products > New Product, check company scope, enter the product details and recurrence, then choose Create and verify the row.
  </Accordion>

  <Accordion title="How do I make a product specific to one company?">
    Select the company before opening New Product and check Assign to that company only. Leaving it clear creates a shared product when your access allows it.
  </Accordion>

  <Accordion title="How do I set a semiannual product price?">
    Choose Custom recurrence and enter an interval of 6 months. Unit Price is the price for each six-month billing occurrence.
  </Accordion>

  <Accordion title="Does a new product need a price?">
    A blank Unit Price becomes zero. Enter and verify the intended nonnegative price before using the product in budgets.
  </Accordion>

  <Accordion title="What does Annualized cost mean for a custom interval?">
    It multiplies Unit Price by twelve divided by the interval. It is an annualized estimate, not the exact number of bills in a specific budget year.
  </Accordion>

  <Accordion title="Where do I change a product vendor or description?">
    Open its row ... > Edit, change Vendor or Description, choose Save and reopen the product to verify.
  </Accordion>

  <Accordion title="Can Edit Product change the company assignment?">
    No company reassignment field is available in the single-product editor. Ask the MSP to review the intended scope before using or replacing the record.
  </Accordion>

  <Accordion title="Does saving a product update its provider or existing budgets?">
    No. It saves the catalog record. Copied budget line amounts and provider prices require their own workflows.
  </Accordion>
</AccordionGroup>