Can't match documentation

jp's Avatar

jp

07 Aug, 2016 07:21 PM

I have been trying to have bank accounts show in the budget as on page 61 of the user documentation, but to no avail.

How is it done?

Thanks

  1. Support Staff 1 Posted by Jenny on 15 Aug, 2016 02:17 PM

    Jenny's Avatar

    Hi Jp,

    Please accept my apologies for the delay getting back to you. We've been experiencing a high volume of support requests and I'm afraid we initially missed your queries.

    I'd recommend following the steps in this article to set up your budget, rather than using the full User Guide.
    To replicate the budget format shown on Page 61 of the User Guide, you should select either Weekly, Biweekly, Monthly or Annually as the 'time period' when creating your budget.
    Once you've created your budget, you should close the 'Budget Manager' window and select the budget in the sidebar on the left of the register to access the budget.
    You'll find instructions in the article I have linked above, for using this budget format.

    Please let me know if you have further questions or need any assistance setting this up.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 14 Nov, 2016 02:20 PM.

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