Dogcows Code - chaz/homebank/blob - doc/use-budget.html

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   7   <title>Usage - Budget</title>
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  15     HomeBank User manual
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  18   <div class="title">
  19  <h1>Using the Budget feature</h1>
  20
  21   <p>The Budget feature allows you to monitor your spending compared to a
  22   budget.</p>
  23
  24   <ul class="toc">
  25     <li>Step 1: <a href="#accounts">Select the accounts to exclude from the
  26     budget</a></li>
  27
  28     <li>Step 2: <a href="#category">Set the budget amount against each
  29     category</a></li>
  30
  31
  32     <li>Step 3: <a href="#result">View the budget report</a></li>
  33   </ul>
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  39   <h3 class="clear"><a name="accounts" id="accounts"></a>Step 1: Select the accounts to exclude from the
  40     budget</h3>
  41
  42   <p>As default, all accounts are included into the budget.</p>
  43
  44   <p>Open the Manage Accounts dialog from either the mainwindow-menu:
  45   Manage / Accounts, or from the Manage Accounts icon on the toolbar.</p>
  46
  47   <p>To exclude an account in the budget tick the 'exclude from the budget'
  48   option for each account on that you would not like to include in the
  49   budget.</p>
  50
  51   <p><img src="images/use-budget2.png" width="286" height="183" alt="" class="gtkshot left" /></p>
  52
  53   <p>See <a href="dlg-acco.html">Manage Accounts</a> for more
  54   details.</p>
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  56  </div>
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  60
  61   <h3 class="clear"><a name="category" id="category"></a>Step 2: Set a budget amount
  62   against each category</h3>
  63
  64   <p>Open the budget dialog from either the mainwindow-menu: Manage /
  65   Budget, or from the Budget icon  on the toolbar</p>
  66
  67   <p>Enter a budget amount against each category that you want to include
  68   in the budget. For example, select the category Cash Withdrawal and enter
  69   -50.00 in the 'Budget for each month' text box to allow spending up to
  70   50.00 in the category Cash Withdrawal each month.</p>
  71
  72   <p><img src="images/use-budget1.png" width="346" height="131" alt="" class="gtkshot left" /></p>
  73
  74   <p>See <a href="dlg-bud1.html">budget dialog</a> for more details.</p>
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  76  </div>
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  80   <h3 class="clear"><a name="result" id="result"></a>Step 3: View the budget report</h3>
  81
  82   <p>Open the budget report window from either the mainwindow-menu: Reports /
  83   Budget, or from the budget report icon on the toolbar.</p>
  84
  85   <p>The Decay column shows the difference between the amount spent and
  86   the amount budgeted.</p>
  87
  88   <p><img src="images/use-budget3.png" width="431" height="268" alt="" class="gtkshot left" /></p>
  89
  90   <p>See the <a href="win-budget.html">budget report</a> for more details.</p>
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