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<title>Usage - Budget</title>
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HomeBank User manual
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- <h1>Using the Budget feature</h1>
-
- <p>The Budget feature allows you to monitor your spending compared to a
- budget.</p>
-
- <ul class="toc">
- <li>Step 1: <a href="#accounts">Select the accounts to exclude from the
- budget</a></li>
-
- <li>Step 2: <a href="#category">Set the budget amount against each
- category</a></li>
-
-
- <li>Step 3: <a href="#result">View the budget report</a></li>
- </ul>
-
- </div>
-
+ <h1>Using the Budget feature</h1>
+ <p>The Budget feature allows you to monitor your spending by category and subcategory compared to a budget preset.</p>
+ <ul class="toc">
+ <li>Step 1: <a href="#accounts">Select the accounts to exclude from the budget</a></li>
+ <li>Step 2: <a href="#category">Set the budget amount against each category</a></li>
+ <li>Step 3: <a href="#result">View the budget report</a></li>
+ </ul>
+ </div>
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-
- <h3 class="clear"><a name="accounts" id="accounts"></a>Step 1: Select the accounts to exclude from the
- budget</h3>
-
- <p>As default, all accounts are included into the budget.</p>
-
- <p>Open the Manage Accounts dialog from either the mainwindow-menu:
- Manage / Accounts, or from the Manage Accounts icon on the toolbar.</p>
-
- <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>
-
- <p><img src="images/use-budget2.png" width="286" height="183" alt="" class="gtkshot left" /></p>
-
- <p>See <a href="dlg-acco.html">Manage Accounts</a> for more
- details.</p>
- <div class="clear"></div>
- </div>
-
+ <h3 class="clear"><a id="accounts" name="accounts"></a>Step 1: Select the accounts to exclude from the budget</h3>
+ <p>By default, all accounts are included into the budget.</p>
+ <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>
+ <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>
+ <p><img alt="" class="gtkshot left" src="images/use-budget2.png"></p>
+ <p>See <a href="dlg-acco.html">Manage Accounts</a> for more details.</p>
+ <div class="clear"></div>
+ </div>
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-
-
- <h3 class="clear"><a name="category" id="category"></a>Step 2: Set a budget amount
- against each category</h3>
-
- <p>Open the budget dialog from either the mainwindow-menu: Manage /
- Budget, or from the Budget icon on the toolbar</p>
-
- <p>Enter a budget amount against each category that you want to include
- in the budget. 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>
-
- <p><img src="images/use-budget1.png" width="346" height="131" alt="" class="gtkshot left" /></p>
-
- <p>See <a href="dlg-bud1.html">budget dialog</a> for more details.</p>
- <div class="clear"></div>
- </div>
-
+ <h3 class="clear"><a id="category" name="category"></a>Step 2: Set a budget amount against each category</h3>
+ <p>Open the budget dialog from either the main window-menu: Manage / Budget, or from the Budget icon on the tool-bar</p>
+ <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>
+ <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>
+ <p><img alt="" class="gtkshot left" src="images/use-budget1.png"></p>
+ <p>See <a href="dlg-bud1.html">budget dialog</a> for more details.</p>
+ <div class="clear"></div>
+ </div>
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-
- <h3 class="clear"><a name="result" id="result"></a>Step 3: View the budget report</h3>
-
- <p>Open the budget report window from either the mainwindow-menu: Reports /
- Budget, or from the budget report icon on the toolbar.</p>
-
- <p>The Decay column shows the difference between the amount spent and
- the amount budgeted.</p>
-
- <p><img src="images/use-budget3.png" width="431" height="268" alt="" class="gtkshot left" /></p>
-
- <p>See the <a href="win-budget.html">budget report</a> for more details.</p>
- <div class="clear"></div>
- </div>
-
-
+ <h3 class="clear"><a id="result" name="result"></a>Step 3: View the budget report</h3>
+ <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>
+ <p>The Result column shows the difference between the amount spent and the amount budgeted.</p>
+ <p><img alt="" class="gtkshot left" src="images/use-budget3.png"></p>
+ <p>See the <a href="win-budget.html">budget report</a> for more details.</p>
+ <div class="clear"></div>
+ </div>
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