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other_stuff:budgets [2018/06/13 02:31] – [Overview] Craig Drown | other_stuff:budgets [2022/02/11 15:46] (current) – Gary Willetts | ||
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- | ===== Budgets ===== | + | ====== 26.04. |
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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: | ||
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==== 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//, | 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//, | ||
- | ==== Budget | + | ==== Budget |
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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