To create a new account - Select the menu then Create Budget.
Type the name of the account you want to create, and press OK. That budget will now appear in the list of budgets on the main screen.
HINT: See if you can give your budgets names that start with different letters of the alphabet... If you do, you can make entering transactions quicker. On the Transaction Form, when you select from the "To Budget" or "From Budget" field, just type the first letter of the budget, and the combo box will go straight to that value.
When you click on the account in the list of budgets, you will be
able to see the (non-cleared) transactions inbudget that
. If you click on a transaction inbudget that , you
can view the details of the transaction on the right hand side of
the transaction list.
The toolbar functions in the budget view are:
If you want to change the name of an budget, press the
button.
You can also set a target amount to spend on the budget and track
how you are going against that.
Lets say that you wanted to spend no more than $300 on takeaway
each week.
From now on, the budget amount will be highlighted in the budget
list.
If you no longer want to monitor a budget, set the interval
drop-down to None.
See Balancing Accounts (Balancing
budgets works in the same way as balancing accounts).
When you no longer want to be able to enter transactions against a budget, you can close that budget. The budget will still exist, but you will no longer be able to select that budget when you are entering new transactions.
To close a budget, you must have:
To actually close the budget, edit the budget (by pressing ) then
press the
button.
Once you have closed an budget, it will no longer be visible in the list of open budgets, but will be shown under "X Budgets".
If you closed a budget by accident, edit it and press the button.
Budgets can only be deleted when there are no transactions for
that budget (otherwise, confusion will reign). You will need to
move ALL transactions out of a budget before the system will let
you delete it. Once there are no transactions, edit the budget (by
pressing the button) then press the
button.