Budget Set Up Help Please

Kidglove57's Avatar


07 Jul, 2020 08:03 AM

Good Morning!
1) The new style budget seems to suit me best at the moment - primarily because the spreadsheet-style layout seems to make it much easier to be sure that I have selected and budgeted all my categories. Have I missed something here (so many seem to prefer "Mixed Interval"?
2) Users say that the New Style budget slows down after thousands of transactions have been added. Is there a way to stop this please? For example by creating a new 2020 budget and deleting all the older years budgets?
3) When I duplicate a New Style budget a very strange screen pops up which is not documented in the Knowledge Base and confuses me (screenshot attached). For example, the same category seems to show "don't repeat for dome months and "monthly for others. How should I use this please?
Kind regards

  1. System closed this discussion on 06 Oct, 2020 08:10 AM.

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