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Add or Edit Budgets

 

To learn more about this app's basic functions when editing data, please click here ...

 

Introduction

Budget records are created and maintained by COMBINING your DIMENSIONS. You can have separate budgets for, say, project 'Agriculture' in department 'Hyde Park', and for 'Education' in 'Sahara' according to your different dimension names. Make sure to create a good (abbreviated) description as Budget Name so it is easily understandable which dimensions it accumulates.

Important about using the budget feature

There is a setting in Settings / Account Settings / Right panel which governs if dimension combinations WITH NO BUDGET are allowed or not. If you allow this, then expenses or incomes posted with no budget will ONLY BE INCLUDED in unfiltered (grand total or all dimensions) reports.  So please beware of this.  Most users select 'Deny transactions with no budget'.

Budget code

Here you may enter whatever ID you desire, but duplicates are not allowed

Budget name

Enter a descriptive name for the current budget

Budget foreign name

Same as above, but in the account names' foreign language

Responsible

Enter the name of the person who is responsible for this current budget

Notes

Here you may enter important information about what is in included or persons involved etc.

List of dimensions (upper right panel)

Select the wanted dimension(s) here. You may leave some dimensions unselected if needed.

Panel above table list

If you need to locate a certain account you may start entering its name in the filter box. The 'First or second half year' svaps the table's month columns to first or last half year.

Table - Alternate code

Here you may enter an alternative account number or code for this particular account.

Table - Alternate name

Here you may enter an alternative account name or description for this particular account.

Table - Yearly vs. Monthly

Here you enter the yearly gross budget amount. The app will evenly distribute this yearly amount to each month of the year. If you want to manually distribute the yearly amounts for certain accounts (for example when purchasing a car) make sure the Yearly amount is zero before you begin and the you enter the monthly amount(s) manually.

Save your work

Make sure you save your work before quitting the form...