How do I set up a budget?

phil breidenbaugh's Avatar

phil breidenbaugh

30 Nov, 2010 03:54 PM

Trying to set up a home budget that will track monthly expenses versus a budgeted amount. Having trouble working through budget manager to do this. Do I enter an end date? How do I enter the budgeted amounts?

  1. 1 Posted by Noname on 01 Dec, 2010 01:58 AM

    Noname's Avatar

    First, to get a new line to begin entering your income or expenses click the "+" located at the bottom left corner of the Budget Manager dialog. To enter information double-click on the blank line for each field to either directly type in data or bring up a drop-down list of choices. To add more lines to your budget, keep clicking the “+” so you can add additional categories to your budget.

    If you want to budget the same income or expense amount for every month of the year just put in the first month Start Date and the program will insert it for each successive month.

    If you leave off the End Date the Budget report will capture any income or expense that comes in even if it is after the month you had expected to record the event.

  2. System closed this discussion on 31 Mar, 2015 03:31 PM.

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