4 <meta content=
"text/html; charset=utf-8" http-equiv=
"CONTENT-TYPE">
5 <meta content=
"noindex" name=
"robots">
6 <title>Usage - Budget
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>Using the Budget feature
</h1>
15 <p>The Budget feature allows you to monitor your spending by category and subcategory compared to a budget preset.
</p>
17 <li>Step
1:
<a href=
"#accounts">Select the accounts to exclude from the budget
</a></li>
18 <li>Step
2:
<a href=
"#category">Set the budget amount against each category
</a></li>
19 <li>Step
3:
<a href=
"#result">View the budget report
</a></li>
22 <div class=
"rounded content">
23 <h3 class=
"clear"><a id=
"accounts" name=
"accounts"></a>Step
1: Select the accounts to exclude from the budget
</h3>
24 <p>By default, all accounts are included into the budget.
</p>
25 <p>Open the Manage Accounts dialog from either the main window-menu: Manage / Accounts, or from the Manage Accounts icon on the tool-bar.
</p>
26 <p>To exclude an account in the budget tick the 'exclude from the budget' option for each account on that you would not like to include in the budget.
</p>
27 <p><img alt=
"" class=
"gtkshot left" src=
"images/use-budget2.png"></p>
28 <p>See
<a href=
"dlg-acco.html">Manage Accounts
</a> for more details.
</p>
29 <div class=
"clear"></div>
31 <div class=
"rounded content">
32 <h3 class=
"clear"><a id=
"category" name=
"category"></a>Step
2: Set a budget amount against each category
</h3>
33 <p>Open the budget dialog from either the main window-menu: Manage / Budget, or from the Budget icon on the tool-bar
</p>
34 <p>Enter a budget amount against some category that you want to include in the budget. If the amount for a category is
0.00 it will not be showed in the budget until you tick the 'Force monitoring this category' check-box at the bottom of the
<a href=
"dlg-bud1.html">budget dialog
</a>.
</p>
35 <p>For example, select the category 'Cash Withdrawal' and enter -
50.00 in the 'Budget for each month' text box to allow spending up to
50.00 in the category 'Cash Withdrawal' each month.
</p>
36 <p><img alt=
"" class=
"gtkshot left" src=
"images/use-budget1.png"></p>
37 <p>See
<a href=
"dlg-bud1.html">budget dialog
</a> for more details.
</p>
38 <div class=
"clear"></div>
40 <div class=
"rounded content">
41 <h3 class=
"clear"><a id=
"result" name=
"result"></a>Step
3: View the budget report
</h3>
42 <p>Open the budget report window from either the main-window-menu: Reports / Budget, or from the budget report icon on the tool-bar.
</p>
43 <p>The Result column shows the difference between the amount spent and the amount budgeted.
</p>
44 <p><img alt=
"" class=
"gtkshot left" src=
"images/use-budget3.png"></p>
45 <p>See the
<a href=
"win-budget.html">budget report
</a> for more details.
</p>
46 <div class=
"clear"></div>