Usage¶
Setting budgets¶
New Budgets can easily be created, and existing budgets updated, by changing the budgets that are found in the [] main menu entry.
Tip
To quickly add missing lines to a budget, you can use the Update Lines button. This creates a budget line for each missing income account.
Tip
To quickly create and distribute a budget across financial Periods you can use the Create Periods wizard by using the budget’s Create Periods button.
Tip
A budget can be copied to a new Fiscal Year using the Copy Budget wizard from the budget’s Copy button.
Tracking budgets¶
A report of actual amounts of each Budget can be found by opening the [] main menu item.
Tip
From this view you can see the breakdown of a budget into its periods by opening the budget’s line.