other_stuff:budgets

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other_stuff:budgets [2019/10/16 13:34] – [Budgets] Emily Porrelloother_stuff:budgets [2022/02/11 15:46] (current) – Gary Willetts
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-=====  22.05. Budgets ===== +====== 26.04. Budgets ======
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 To show the budgets window, choose **Special > Show budgets** To show the budgets window, choose **Special > Show budgets**
  
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 To use the budget feature, these are the steps to be taken: To use the budget feature, these are the steps to be taken:
  
-{{ :under_development:budg_ovrvw.png?650 }}+{{ :other_stuff:budg_ovrvw.png?650 |}}
  
 ==== Viewing budget details ==== ==== Viewing budget details ====
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 Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, //End date// and various budget value fields and change them as required. Note that a budget can only be deleted when all of its accounts are allocated zero budget amount. Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, //End date// and various budget value fields and change them as required. Note that a budget can only be deleted when all of its accounts are allocated zero budget amount.
  
-==== Budget Reports ====+==== Budget reports ====
 To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window:  To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window: 
  
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 Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run. Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run.
  
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-// Previous: [[other_stuff:transaction_status_codes|Transaction Codes]]     Next: [[other_stuff:edit_menu|The Edit Menu]]//+\\ 
 +|  //  Previous:  **[[other_stuff:transaction_status_codes]]** | | Next: **[[other_stuff:edit_menu]]** //  |
 ---- struct data ---- ---- struct data ----
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  • Last modified: 2019/10/16 13:34
  • by Emily Porrello